We are looking to rapidly expand, providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time). Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life.. This is an opportunity for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers: • Flexible schedule • Part-Time and Full-Time Positions Available • Exciting Work Environment • Unlimited Growth Potential • Work From Home Income Model: Performance based compensation • Upside income - ranging from $2,500- $20,000 per client or more • Residual income per annual client contract anniversary • Passive income base for agency development • Equity asset and full business ownership • Bonuses Responsibilities: 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 need • Participate in marketing and expansion strategies Qualifications: • Minimum 18 years of age • Legal U.S. Resident, Citizen, or Work Permit with SSN • A background check required • Able to complete licensing requirements within 30 days • An entrepreneurial spirit is key Compensation: $150,000 yearly - At plan commission
• 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 need • Participate in marketing and expansion strategies