OUR SERVICE PILLARS
Core Expertise in
Protection & Coverage
We offer clear, straightforward financial solutions to help protect your income, health, and family's future, providing peace of mind for everyday individuals and families.
01
Life & Income Protection
Customized life insurance and family income protection plans designed to safeguard your loved ones and stabilize your financial future.
02
Supplemental Health Coverage
Comprehensive supplemental health insurance options providing additional protection to cover gaps and unexpected medical costs.
03
Family Protection & Security
Support and advice on comprehensive coverage options to help protect your family’s financial well-being and give you peace of mind for the future.
CONFIDENTIAL COVERAGE REVIEW
Protect Your Future
Get clear, straightforward advice on insurance coverage designed for everyday families. A 30-minute consultation to help you understand your life insurance needs, supplemental health benefits, and ways to protect your family’s income.
- Easy-to-understand review of your protection options
- One-on-one guidance from an independent insurance agent
- Completely confidential with no sales pressure
Strict Non-Disclosure Guaranteed • Trusted Insurance Guidance • No Obligation
Responsibilities
Identifies client needs and delivers tailored financial solutions.
Creates unique offerings and uncovers new revenue opportunities for clients.
Maintains strong client relationships and ensures personalized service.
Expands clientele through marketing strategies, referrals, and outreach.
Enhances the agency’s reputation by representing its interests in various capacities.
Collaborates with underwriters for policy approvals and accurate documentation.
Participates in Zoom meetings, client consultations, and group training sessions to stay informed and effective.
Requirements
Must be a US Citizen or green card holder and reside in the United States
Active Life Insurance license or ability to obtain one
Access to Laptop or iPad/Tablet
Must have internet access
Excellent customer service skills
Pass a background check
Entry level applicants accepted, prior experience with life insurance and financial planning preferred
People-oriented & Self-motivated
Proactive in problem solving
Ability to multi-task
Ability to assess customer needs and conduct effective interviews
Ability to effectively relate to a customer
Detail oriented
Obtain State Issued Insurance license within 30 days of agreement
Must be 18+
Apply To Work with Us!
Please fill out the following application questions.
Rattanak Muor is an Independent Financial Professional focused on clear, easy-to-understand financial solutions for everyday people, including protecting income, legacy, and financial planning for the future. Valiant Financial is a Team Brand Identity. See "About Me" section for more details.
OUR FOCUS AREAS
College/Retirement Planning
Building a Legacy
Financial Security
LICENSE AND COMPLIANCE
Fully Licensed Financial Professional
State Regulatory Compliance
Committed to Ethical Standards
OFFICE LOCATION
398 La Strada Drive 14, San Jose CA 95123
Direct: +1 669-223-9940
Consultations: [email protected]
Regulatory Disclosure: Rattanak Muor operates as an independent insurance agent, licensed to provide protection and coverage guidance. We do not offer investment advisory services. Our information is designed for educational purposes only and should not be considered legal, tax, or investment advice. Coverage solutions are offered where its representatives are properly licensed or exempt from licensure.
© 2026 Rattanak Muor. All Rights Reserved. Licensing information available upon request.
