Financial Advisor

Company Description Orion Summit Life Insurance Agency is a growing insurance and financial services organization focused on helping clients protect their families and plan for the future. The agency offers a range of life insurance and related financial solutions designed to support long-term security and wealth-building goals. Team members work collaboratively to provide personalized guidance and clear, accessible education on insurance and financial options. Orion Summit emphasizes integrity, client-centered service, and ongoing professional development for its advisors.
Role Description The Financial Advisor role at Orion Summit Life Insurance Agency is a full-time remote position responsible for guiding clients through their insurance and financial planning needs. Day-to-day work includes meeting with clients virtually, assessing their financial goals and risk tolerance, and developing tailored plans that may include life insurance, retirement strategies, and investment recommendations aligned with company offerings. The advisor will prepare and present financial analyses, maintain accurate client records, and follow up regularly to adjust plans as circumstances change. Responsibilities also include staying current on financial markets and insurance products, collaborating with internal teams, and adhering to regulatory and compliance standards. The role requires proactive outreach to prospective clients, building long-term relationships, and supporting clients with clear communication and ethical advice.
Qualifications
Candidates should possess excellent communication, relationship-building, and client service skills.
Relevant certifications or licenses (such as state insurance licenses, Series licenses, CFP or similar) are beneficial.
Bachelor’s degree in Finance, Business, Economics, or a related field is preferred, or equivalent professional experience.
Comfort with remote work technologies and the ability to work independently while meeting performance goals.

Work arrangement
Yes