Financial Professional

Our firm is rapidly expanding, so we are seeking individuals, part-time or full-time, to join our team! Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide financial planning for anyone who needs help and/or feels they are being overlooked by the traditional financial service industry.

This is a professional position for individuals who are hard-working, have clear communication and customer service skills, love to help people, and are willing to learn a training program. You will also have the potential to develop into a management and leadership position.

No financial background or experience is necessary for the right candidate, as world-class training is provided. Our ideal candidate craves development and growth, is eager and motivated, and will work diligently to deserve a 6-figure income. Whether you are looking to supplement your lifestyle with a part-time and flexible role or transition into a full-time career that lets you build your own business, we are looking for you!

Our Company Offers:

• In-Depth Training Program (audial, visual, hands-on)
• Flexible Schedule (you decide your hours)
• Part-Time and/or Full-Time Positions Available
• Unlimited Growth Potential (performance based)
• Work from Home (fully remote)
• Exciting Work Environment (events, bonuses, etc.)

Key Responsibilities:

• Learn and Implement the System with on-the-job Training
• Book Client Meetings and perform the Presentations
• Listen to Client to understand their Goals, Needs, and Wants
• Analyze Client Financials to determine their Risk Tolerance
• Review available options and recommend areas or services to fit Client’s needs
• Participate in Marketing and expansion strategies

Qualifications:

• Minimum age of 18 years old
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Background Check required, no criminal history nor record
• A functional computer with internet capabilities
• Able to complete Licensing Requirements within 30 days

Preferred Qualities:

• Motivated to help People and Families
• Entrepreneurial and Leadership Minded
• Coachable and Growth-Focused
• Accountable and has Integrity
• Positive mindset that keeps moving forward

Income Model:

• 1099 Independent Contractor
• Commission-Based, No Caps on Income
• Residual Income on Annual Contract Anniversary
• Passive Income for Agency Development
• Equity Asset and Full Business Ownership
• Bonuses Available

This role is NOT available for those outside of the United States.

This role is NOT for those looking for a work Visa.