Facing Everest

Legacy Planning Advisor

Posted: 4 hours ago

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Job Description

Company DescriptionI call my team Facing Everest. This concept was founded on the belief that life's challenges can be met with preparation and a proactive attitude as you would climb life's toughest mountains. If you understand the importance of protecting what matters most and building a stronger future for families. Then, I'd love for you to join our mission in helping families face life's steep climbs with security and confidence by providing comprehensive life insurance solutions. Our team is committed to rising to challenges and helping others do the same.Role DescriptionThis is a remote role for a Legacy Planning Advisor. The Legacy Planning Advisor will guide clients in creating effective legacy plans, providing them with information and products that protect their loved ones. The day-to-day tasks include analyzing clients' financial information and developing customized plans for protection. Training is provided for your success. QualificationsLove and care about peopleHonestyExcellent Communication skillsTrust BuildingAbility to work independently and remotelyGritGeorgia-based (I can speak with individuals outside of Georgia about this opportunity and point you in the right direction.)

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