Job Description
About the Role
Do you have an interest in learning how money works, the strategies familiar to the wealthy, and actually building an asset with your time? Do you care about people? Have you considered transitioning to a different industry or career? We are looking for you!
We are looking for talented and results-oriented individuals ready to enter and experience the high-income financial services industry.
Our Twin-career entry-level opportunity was created for professionals who are currently working and are looking to transition into the financial industry but don't have the experience, degrees or industry license required. We offer a tremendous platform with guidance, milestone markers for encouragement, and field-based apprenticeship training for those who want to take this path.
Commissions Sales Only: Full-Time and Part-Time
Our work environment includes:
Growth opportunities
100% remote, but you have the choice to work with a local office if you choose to.
Flexible working hours
Lively atmosphere
Training and flexible work hours can weave into your existing schedule.
Incredible training program and positive team environment.
Opportunities for performance bonuses, paid world travel, and more
Part-Time, you can keep your current job and work with us part-time during off hours
1099 qualified
Responsibilities:
Firstly, you constantly watch and learn our leaders to learn the following responsibilities.
Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting information-gathering meetings with clients
Analyzing client needs and presenting potential solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
On-going development of professional skills and knowledge
Participate in marketing and expansion strategies and efforts
Provide exceptional customer service
Learn financial strategies to improve your own knowledge and help others
Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.
Qualifications:
Legal U.S. Resident, Citizen, or Work Permit with SSN
Must be able to pass a background check
Accountable with a high level of integrity (critical in this regulated and customer-based industry)
Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ
A working professional (either part-time or full-time) in a role which pays steady income.
Seeking a commission-based career so you can truly earn what you are worth
Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills
Ability to work in a team-based environment
Previous athlete and/or coaching professional training
Have a natural desire to learn and educate others about money
Willingness to get a license in the financial industry. (i.e. Life & Health, Series (ie. 6,63,65,26)) within 10 days.
What would it mean to you...
If you KNEW financial education was universally accessible? Would it bring you peace? Security? Confidence? Freedom? I would bet at least these four feelings came to mind. This is precisely our vision for the world. Backed by a half-a-trillion-dollar company with 190+ contracted companies on our platform, we train, develop, and lead our teams to create better financial futures for themselves and those they come in contact with. We are able to teach everything finance-related, but we strive to find the best individuals with the traits we cannot teach to serve the world to the fullest.