Debt & Wealth Specialist at Epic Legacy Insurance Solutions

We are looking for a Debt & Wealth Specialist to provide guidance on current debt elimination decisions, cash management and day-to-day expenses and build wealth/assets simultaneously.

We provide exclusive pre-qualified leads, with our own advanced marketing system for Life Insurance, Annuities, Whole Life, and IUL's. 

We offer Weekly Group Coaching/Mastermind training, one on one mentoring and administrative support with access to our training University. 

Debt & Wealth Specialist responsibilities include forecasting cash flow and the inefficiency of bill payment with interest paying accounts such as credit cards, installment loans, and mortgages. We provide a new way to redirect customer income when paying their bills to quickly eliminate debt in ⅓ of the time and build wealth at the same time.  To be successful in this role, you should have a Financial Services experience in the insurance industry or have a business administration degree with emphasis in Finance and relevant work experience as a professional life insurance advisor to families, and business clients.

Ultimately, you will help us expand our company’s growth and expansion with opportunities to open new markets as a leader.

Responsibilities

• Assess the company’s financial proprietary tools.
• Analyze personal financial statements/business financials.
• Source and evaluate capital expansion options for business owners, including business insurance, and loans and funding
• Advise on insurance financial instruments for debt elimination and wealth management.
• Forecast revenues and expenses and report any discrepancies
• Analyze personal or business inefficiency with cash flow analysis, and identify opportunities to turn debt into assets
• Monitor financial procedures and ensure compliance with the law
• Provide solutions and set goals to increase customer cash flow with tax benefits
• Review day-to-day transactions to identify areas of improvement

Requirements

• Life and Health Insurance License is a requirement.
• Proven work experience as a Financial Services Consultant with emphasis in advanced markets in the insurance industry.
• Hands-on experience a plus with High Level Customer Relationship Management system and Insurance Backoffice systems. (optional)
• Good knowledge or willingness to learn and be coachable for financial concepts such as Infinite Banking, Velocity Banking, and Leverage.
• Excellent analytical skills, along with the ability to create detailed reports and spreadsheets. 
• Attention to detail.
• Confidentiality
• BS degree in Finance, Accounting, Economics or related field
• Additional certification (e.g. CFP or CFA) is a plus.