Financial Professional

Job Summary

We are looking to expand our team of financial consultants in a fully remote environment.

This position is an Entry level Financial Professional (part-time or full-time).

Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to budgeting, getting out of debt, retirement planning, wealth accumulation, college planning, investments, & insurance).

You DO NOT need to quit your EXISTING CAREER. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

Key Responsibilities:

• Study, Learn, and execute with on-the-job training
• Shadow client meetings, plan designs and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's needs
• Follow ethics industry standard
• Complete licensing requirements
• Maintain licenses and industry ethics

Qualifications - (Please READ)

• Must be over the age of 18
• Valid US government issued ID
• Background check required
• Willing to obtain a state license if you do not have one yet (Life, Accident and Health)
• Ability to manage customer relationships and provide tailored financial advice
• 2-3 years of customer service/client interaction recommended (not required)

Qualities we're looking for:

• Entrepreneurial ambition
• Integrity, ethical and a strong sense of morality
• Passion for making a difference and helping people
• Self-motivated, accountable, and a team player
• Ability to receive coaching and feedback
• Strong interpersonal skills
• Self-motivated
• Enjoys working in a fast-paced, highly productive, value-driven environment
• Sports/Club/Team Background, Sales, and Teaching experience is always a plus

Schedule:

• You create your own besides ongoing weekly training - Tuesday 8pm EST/5pm PST and Saturday 12pm EST/9am PST

Compensation:

• This is a 1099, fully commissioned role.
• Do not apply if you are not in the USA or require a work visa.

If you’re ready to make an impact while building a flexible, fulfilling career, we want to hear from you!

Pay: $50,000.00 - $150,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• Are you located in the United States?
• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Unfortunately, we are not able to work with individuals who are not an official US Citizen.

Work Location: Remote