Financial Services Consultant

2 weeks ago


Charleston, West Virginia, United States Independent Contractor Full time

Join a dynamic and expanding finance organization seeking individuals with integrity and a commitment to client service. This organization collaborates with publicly traded, Fortune 500, and Fortune 1000 firms to deliver a comprehensive range of services tailored to meet diverse client requirements. Achievements are rewarded with competitive remuneration. All roles are fully remote and overseen by a federally licensed and regulated broker.

WORK OPTIONS

Spare-time: A commitment of 4-8 hours per week.

Part-time: A commitment of 8-25 hours per week.

Full-time: A commitment of 25+ hours per week.

POSITIONS AVAILABLE

General Agent: Deliver financial education and assess client portfolios to create financial strategies. Develop these strategies, provide necessary support, and follow up to ensure client satisfaction. Onboard new agents.

Field Trainer: Liaise with the lead broker regarding business growth. Oversee general agent meetings with clients. Offer continuous support to agents in addressing client needs. Engage directly with clients as necessary. Collaborate with administrative staff and headquarters to ensure all documentation and processes are complete for new agents and clients.

Licensed Investment Specialists: Evaluate client requirements and implement suitable plans and account setups. Follow up to ensure client satisfaction.

All applicants must participate in an informational Zoom presentation to meet one of the team leaders who will introduce themselves, the services offered, and the various opportunities available. This will be scheduled promptly after reviewing an application. Applicants will be contacted to arrange the Zoom meeting. No-shows will not be rescheduled.

NOTE: The LinkedIn application serves only for pre-screening. The official application will be completed once it is determined that a role is a suitable fit following the meeting.

QUALIFICATIONS

Licensing is not a prerequisite for application. State (and optional Federal) licensing will be facilitated post-onboarding. Comprehensive training is provided; however, this is a highly regulated sector requiring a clean background. All new applicants will initially be trained in a 1099 general agent capacity to acquire the principles and skills necessary for advancement to other roles. Applicants must be at least 18 years old, pass an initial criminal and financial background check (provided for the applicant), and reside in one of the 50 U.S. states, Guam, or Puerto Rico only. Visa sponsorship is not available. Candidates should be comfortable working remotely (via Zoom) in a professional environment, possess strong communication skills, and be open to coaching.

Leadership offers ongoing mentorship and training. The platform provides support for obtaining additional state and Federal licensing after initial onboarding for professional development and to address the varied needs of clients.



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