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Financial Advisor

3 months ago

Remote, United States WFG Full time
Job DescriptionJob Description

Financial Services is a $109 trillion industry. Our parent company is AEGON, $553 billion company, publicaly traded and in all 50 states. The ideal candidate would be an Independent Contractor and Commission based. Many other incentives as 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 concepts and...opportunity to build a virtual business We are a full service Financial Services firm (investments/insurance) in a regulated industry, that provides an opportunity for agents to build a business, if desired. Agents will receive extensive training to learn the financial and insurance industry, based on the licenses they acquire. Agents will receive consistent coaching and mentorship. Below are the desired qualifications to become an agent. 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
  • Commission Based
  • Customer service oriented
  • Desire to help others succeed
  • Team player

Qualifications

  • Degree not required
  • No industry experience needed
  • Ability to work with others in a professional virtual environment
  • High credibility and integrity
  • Coachable
  • Desire to help others
  • Excellent interpersonal skills
  • Business acumen
  • Authorization to work in the U.S.
  • Must be at least age 18

You will receive leadership development, training, coaching, and recognition. 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 time to meet virtually. We look forward to hearing from you