SPANISH SPEAKING TAX PROFESSIONALS ENCOURAGED TO APPLY
Tiempo completo • Fully Remote - US
Responsive recruiter
Benefits:
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
- Wellness resources
Are you a tax professional who enjoys helping individuals and business owners navigate their finances? Do you work with Spanish-speaking clients and want to expand the value you provide to them?
Many families in Spanish-speaking communities are looking for guidance when it comes to financial protection, tax-advantaged strategies, and long-term planning—but often lack access to clear and trusted information. If you are bilingual and passionate about serving your clients at a higher level, this opportunity may be a great fit.
About Us:
We are a financial services organization specializing in life insurance and annuities. Our mission is to educate families on financial protection strategies for life’s uncertainties, including income protection, retirement planning, and unexpected health events.
We are a financial services organization specializing in life insurance and annuities. Our mission is to educate families on financial protection strategies for life’s uncertainties, including income protection, retirement planning, and unexpected health events.
We provide training on financial products, including life insurance policies that may offer living benefits—allowing access to benefits under certain qualifying conditions.
Why We Need You:
We are expanding our reach within Spanish-speaking communities and value professionals who can effectively communicate and build trust with bilingual clients.
We are expanding our reach within Spanish-speaking communities and value professionals who can effectively communicate and build trust with bilingual clients.
As a tax professional, you already have established relationships and a strong understanding of financial structures. This role allows you to enhance your current services, provide additional value to your clients, and diversify your income streams.
Responsibilities:
- Educate clients (in English and Spanish) on life insurance and financial protection strategies.
- Help clients understand options for financial security, including tax-advantaged strategies.
- Explain policy features, including living benefits, in a clear and simple way.
- Assist with client onboarding and general inquiries.
- Maintain accurate records of client interactions.
- Participate in ongoing training and professional development.
- Conduct meetings via phone, Zoom, or approved platforms.
Requirements:
- Experience as a tax professional or in a related field preferred.
- Bilingual (English/Spanish) strongly preferred.
- Strong communication and interpersonal skills.
- Ability to work independently in a remote setting.
- Willingness to learn financial services concepts and obtain licensing if needed.
- Passion for helping individuals and families improve their financial understanding.
What We Offer:
- Comprehensive training and licensing support (if required).
- Flexible work-from-home opportunity.
- Part-time and full-time options available.
- Performance-based compensation.
- Supportive team environment.
- Opportunity to make a meaningful impact in underserved communities.
Job Types: Full-time, Part-time
Work Location: Remote
Schedule: Flexible
Work Location: Remote
Schedule: Flexible
This is a remote position.
Compensación: $85,000.00 - $100,000.00 per year
What We Do
HD (High Definition) is by far a much better version of the 3D/4D technology that has been available for the past decade. Our 3D/4D sessions at PregnantSEE are now ALL PERFORMED IN HD & 5D, where others are still using the dated 3D/4D. HD images are still in a slight bronze tone, they are so much clearer, lighter, brighter, smoother, have less speckle than before. The motion rendering as you watch baby move is not as delayed and much faster than the previous 3D/4D technology.
5D aka 5DULTRA is even a step higher than the HD. It is an extraordinary rendering method that generates amazingly realistic images of the baby and the surface tone is no longer in that bronze color, but more realistic to flesh. 5DULTRA also allows us to manipulate the light source and generates images that the industry has never before been able to produce.
5D aka 5DULTRA is even a step higher than the HD. It is an extraordinary rendering method that generates amazingly realistic images of the baby and the surface tone is no longer in that bronze color, but more realistic to flesh. 5DULTRA also allows us to manipulate the light source and generates images that the industry has never before been able to produce.
Maria Christopoulos Selected as Top CEO of the Year by IAOTP
Maria Christopoulos, CEO and sonographer, was recently selected as Top CEO of the Year for 2024 by the International Association of Top Professionals (IAOTP) for her outstanding leadership, dedication, and commitment to the industry.
Inclusion with the International Association of Top Professionals is an honor in itself; only a few members in each discipline are chosen for this distinction. These special honorees are distinguished based on their professional accomplishments, academic achievements, leadership abilities, longevity in the field, other affiliations, and contributions to their communities. All Honorees are invited to attend the IAOTP annual award gala at the end of this year for a night to honor their achievements.
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