Virtual Licensed Paraplanner

Dennis Tax and Financial Group • Remote • 5d ago

Dennis Tax & Financial Group is a financial services firm specializing in insurance and fixed indexed annuities. Join a fast-growing national financial services firm specializing in providing retirement plans for pre and active retirees! We are fully accredited and A+ rated by the Better Business Bureau www.dennisfinancialgroup.com. Serving Texans for over 35 years! To be successful in this position applicant must be proficient in income planning software for life insurance and or annuities. Product knowledge must include annuities and life insurance. Assess and analyze information collected from clients and discuss possible solutions with Advisor. Create and recommend suitable and compliant retirement income plans consistent with clients’ goals and objectives with our Advisors.

Compensation:

1099 contract paid per hour
From $35.00 per hour depending on experience
10-20 hours per week

Opportunity:

A flexible schedule
Work virtually
Opportunities for management
Opportunities for licensed professional growth
Opportunities for advancement

As a Paraplanner, you will be responsible for the following (to include but not limited to):

Manage collection of client data for first and ongoing meetings and financial plans
Build suitable and compliant retirement income financial plans using our software (both exclusive and non-exclusive) to support our licensed Advisors in a timely manner
Review and/or enter data submitted by client into the appropriate advice analysis tool(s)
Communicate with the Advisor to understand the data and recommendation
Produce Advisor requested illustrations, product proposals, hypothetical illustrations and reprojections
Maintain confidentiality and security of client data at all times
Represent Company, Affiliates and Advisors in a positive and professional manner at all times
Back-office role
Reliable attendance to meetings
Performs other duties as required

Minimum qualifications