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Financial Advisor

WFG

Financial Advisor

Remote, OR
Full Time
Paid
  • Responsibilities

    Job Description

    Financial Services is a $109 trillion industry. Our parent company is AEGON, $553 billion company. The ideal candidate would be an Independent Contractor and Commission based. Many other incentives as you we help you build your own Financial and Insurance Agency remotely. No experience needed and we would show you how to acquire a state license. We are in the "Distribution of Financial Services Education" business helping people understand how money works, INVESTING in PEOPLE and coaching clients on tax-advantage retirement concepts to help sustain their lifestyle and...opportunity to build a lucrative virtual business with UNLIMITED earning potential! If the description below fits you, we would be honored to schedule a one-on-one virtual interview with you:

    SCOPE

    • Provide financial planning support to clients
    • Provide the opportunity to other interested candidates through recruitment
    • Train, coach and mentor agents within your team
    • Ability to acquire clients in many different states
    • Coaching and mentorship along the way
    • Network marketing to help build your client and agent base
    • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
    • Based on individualized financial needs analysis, prepares recommendations for customized financial solutions to current and potential customers.
    • Meeting clients and discussing their finances and financial goals.
    • Delivers a diversified set of investment, insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.
    • Researching financial products for clients and explaining their key features and benefits.
    • Negotiating better financial concepts with providers on a client’s behalf
    • Supporting a team of professionals to cultivate client relationships
    • Ability to work remotely
    • Customer service oriented
    • Desire to help others succeed
    • Team player

    QUALIFICATIONS

    • No experience needed - You have the WILL, we can teach you the SKILL
    • Ability to work with others in a professional virtual environment
    • High credibility and integrity
    • Coachable
    • Desire to help others
    • Authorization to work in the U.S.
    • Must be at least age 18

    If you are dissatisfied with your 9-5 JOB, BUSINESS, LIFE, desire FREEDOM & TIME BACK to do what you want, when you want, ambitious, motivated, need some motivation in your life or WILL to learn, then....we can teach you the SKILL! If this is you, this opportunity is definitely for you. You will receive leadership development, training, coaching, recognition, and the ability to change your life. We are seeking licensed and non-licensed agents on a full-time or part-time basis as an Independent Contractor. This is a virtual business, so no need to worry about commuting or traffic, you can work remotely from anywhere around the world.

    We are expanding and growing in all states, including Canada, Puerto Rico. We are in the "Distribution of Financial Services Education" business helping people understand how money works, INVESTING in PEOPLE and coaching clients on tax-advantage retirement concepts to help sustain their lifestyle and...opportunity to build a lucrative virtual business with UNLIMITED earning potential!

    If you are tired of being tired and/or would like to diversify your financial portfolio. We would be honored to interview you!

    Let's schedule a call to discuss. We look forward to hearing from you!