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Financial Services

3 months ago

Costa Mesa, United States Global Financial Impact - Marco Esquivel Full time
Job DescriptionJob DescriptionFinancial Professional - Representative

A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning. 

Benefits:
1. Fully Remote
2. No cap on income
3. Part Time  & Full Time positions
4. Income typically ranges $25,000 part time and $120,000 full time year 1
3. 100% 1099 - commission based  
4. Professional License
5. Bonus opportunities
6. Stock and Ownership potential
7. Mentorship and hands on training
8. Professional Growth Opportunities
9. Welcoming and Positive Team Environment 

Responsibilities include: 
1. Obtain and maintain professional license and continuing education and professional growth
2. Learn and utilize financial tools provided
3. Educate clients and provide financial literacy
4. Consult with clients and prospective clients to access financial goals providing quotes and product          recommendations
5. Develop and maintain a client base
6. Seek new prospects via referrals
7. Assist with product submission

Preferred Skills/Qualities:
1. Minimum HS Diploma
2. Energetic and positive demeanor
3. Entrepreneur, marketing and creativity mindset
4. Coachable, hungry and humble, mental toughness
5. Responsible, dependable and punctual
6. Present a professional image
7. Ethical and integrity and trust
8. Interpersonal communication
9. Be able to persevere
10. Analytical reasoning

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