Teams at Wisepath Financial Group

Provides personalized financial guidance to individuals and families by assessing financial goals, protection needs, cash flow, and retirement objectives. Builds client relationships through networking, referrals, and community involvement; recommends licensed insurance and retirement solutions; maintains client records and compliance documentation; supports ongoing strategy adjustments; and completes required training, licensing, and continuing education.

Develop prospective client relationships through referrals, networking, and community outreach. Conduct consultations to understand financial needs, explain life insurance, disability protection, and retirement solutions, maintain client records, and provide ongoing support. Complete required licensing and registration, participate in training, follow industry regulations, and collaborate with mentors while working remotely.

Build client relationships, assess financial priorities, and recommend life insurance, disability protection, and retirement planning solutions. Responsibilities include prospecting through referrals and networking, conducting client meetings, maintaining compliant records, completing licensing requirements, and participating in ongoing training. The role is fully remote and provides mentorship and operational support.