Job Description
Our firm is passionate about providing financial literacy, helping people understand their options when it comes to financial services and providing comprehensive financial planning. Most firms only focus on high- net worth clients. We believe EVERYONE should have access to financial professionals that care about helping people achieve their financial goals, no matter how big or small.
Responsibilities:
● Educate clients on financial concepts such as compound interest, tax- implications of investments, various investment options, debt strategies, life insurance options, Estate planning etc
● Advise clients on investment strategies and other financial decisions
● Assess clients' assets, liabilities, and overall financial conditions
● Prepare presentations that recommend various financial products
● Network and build relationships with new and existing client base
We are seeking professionals to join our team who will operate on a remote basis. This provides flexibility for schedule and location (must be in the U.S.)
Whether you have no experience in the financial services industry or you are a seasoned financial professional, there may be a position for you within our organization.
You will be rewarded for building genuine, long term relationships as you guide clients to their goals.
If you would describe yourself with any of the following characteristics:
Personable, professional and hard-working
Self-motivated, independent and resourceful
Dependable and trustworthy
Motivated to help others
Have strong leadership qualities
Athletic or education background, first responders, military personnel
WE WANT TO INTERVIEW YOU!
When working with our firm, you will have the opportunity to establish, grow and manage your business.
We will support your goals and reward your success while giving you the independence to build a business and prepare for a better future.
Ongoing incentives include those for maintaining, building and strengthening client relationships in addition to product sales.
● Unlimited earning potential through a commission and incentive pay structure.
● Ongoing opportunities for training and professional development
● Residual Income year over year
● Immediate support to assist you with your business
Job Requirements & Qualifications
● Have a satisfactory background check (No felonies or misdemeanors involving theft or violence)
● Obtain state licenses with required lines of authority (life, health & variable contracts)
● Legal resident of the United States of America
● Confident, energetic, positive attitude
● Bachelor degree or equivalent work experience preferred, but not required
● No previous experience in banking, financing or other related fields necessary
● Willing to learn a new skill
● Ability to build rapport with clients
● Excellent verbal and written communication skills
Job Types: Full-time, Part-time
Pay: $75,000.00 - $250,000.00 per year
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Work Location: Remote