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Financial Services Consultant

2 months ago

Sunnyvale, United States Global Financial Impact Full time
Job DescriptionJob Description

We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.

We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our company, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.

The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.
We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients, families, and small business owners.

Work Types
We offer 3 types of work effort:
1. Full Time
2. Part Time
3. Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start as Referrals or Part-time before transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation. The best part about this opportunity, it’s 100% remote.

Experience
No financial experience is required before joining as you will learn everything hands-on. However, if you have any of these skill sets or experience it will help you move quickly in the company.
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur

Role Description
1. Develop Financial Need Analysis (FNA) for Clients
2. Place families, individuals, and business owners in a financial position of advantage for some of the following:
3. Protect Assets/Funds
4. Build and Leave a Legacy
5. Index Strategies
6. Debt Management Services
7. Estate Planning with our legal team

Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well. 
3. It’s all Remote, Zoom is our platform.
4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
5. Daily training to help shape your business.

Non-negotiable
- Must pass a background check (No Felonies)
- Must have or be able to obtain a U.S Social Security Number
- Must currently reside in the United States during the initial process. (Must obtain a state-specific Professional License)
- Must be 18+ years old (This is a Federal Requirement)

Other aspects to consider:- Unlimited Earning Potential, Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
- This is a 1099/commission-based position
- Free Training provided
- Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
- Get paid 8 to 9 times a month 
- Fulfilling career with advancement opportunities
- Free performance-based world trips for those who qualify

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