Our firm is passionate about providing financial literacy, helping people understand their options when it comes to financial services and providing comprehensive financial planning. Most firms only focus on high- net worth clients. We believe EVERYONE should have access to financial professionals that care about helping people achieve their financial goals, no matter how big or small.
We are seeking professionals to join our team who will operate on a remote basis. This provides flexibility for schedule and location (must be in the U.S.)
We are currently only accepted applicants from those who have a MINIMUM of 3 -4 years of professional work experience.
Financial experience or experience in Customer Service, Education, Sales is strongly preferred.
Job Requirements & Qualifications
● Have a satisfactory background check (No felonies or misdemeanors involving theft or violence)
● Obtain state licenses with required lines of authority (life, health & variable contracts)
● Legal resident of the United States of America
● Confident, energetic, positive attitude
● Bachelor degree or equivalent work experience preferred, but not required
● Willing to learn a new skill
● Ability to build rapport with clients
● Excellent verbal and written communication skills
Responsibilities:
● Educate clients on financial concepts such as compound interest, tax- implications of investments, various investment options, debt strategies, life insurance options, Estate planning etc
● Advise clients on investment strategies and other financial decisions
● Assess clients' assets, liabilities, and overall financial conditions
● Prepare presentations that recommend various financial products
● Network and build relationships with new and existing client base
You will be rewarded for building genuine, long term relationships as you guide clients to their goals.
If you would describe yourself with any of the following characteristics:
- Personable, professional and hard-working
- Self-motivated, independent and resourceful
- Dependable and trustworthy
- Motivated to help others
- Have strong leadership qualities
- Athletic or education background, first responders, military personnel
WE WANT TO INTERVIEW YOU!
When working with our firm, you will have the opportunity to establish, grow and manage your business.
We will support your goals and reward your success while giving you the independence to build a business and prepare for a better future.
Ongoing incentives include those for maintaining, building and strengthening client relationships in addition to product sales.
Benefits of Working With Us:
● Unlimited earning potential through a commission and incentive pay structure.
● Ongoing opportunities for training and professional development
● Residual Income year over year
● Immediate support to assist you with your business
Job Types: Part-time, Full-time
Pay: $50,000.00 - $250,000.00 per year
Benefits:
Physical Setting:
Schedule:
- Choose your own hours
- Weekends as needed
- Weekends only
Supplemental Pay:
Application Question(s):
- Do you have a clean background? ( no felony convictions)
Language:
- Spanish (Preferred)
- Chinese (Preferred)
License/Certification:
- Series 65 (Preferred)
- Series 66 (Preferred)
- Life & Health Insurance License (Preferred)
Work Location: Remote