Financial Services Professional

1 month ago


Los Angeles, California, United States Stefani Goldman Full time
Unlock Your Financial Potential

Are you looking for a challenging and rewarding career in the financial services industry? Do you want to help individuals and businesses achieve their financial goals? We're seeking a motivated and results-driven Financial Services Associate to join our team.

As a Financial Services Associate, you will receive comprehensive training and mentorship to excel in the financial industry. You will learn to build business, prospect clients, and deliver tailored financial plans. Our team is dedicated to helping individuals and businesses achieve financial stability and success.

Key Responsibilities:

  • Generate new client leads through traditional and digital channels
  • Meet with new clients to determine their financial goals and objectives
  • Utilize financial illustration software to deliver analyzed client-tailored solutions
  • Equip clients with basic financial fundamentals for budgeting, savings, taxes, retirement, and wealth
  • Develop and maintain comprehensive financial fiduciary client relationships
  • Contribute to business development and expansion initiatives
  • Participate in leadership and team-building activities
  • Engage in continuous learning and professional development

Requirements:

  • Passion for financial independence and a desire to help others achieve their financial goals
  • Effective transfer of career or educational skills
  • Strong communication and speaking skills
  • Self-driven and disciplined with a positive attitude
  • Ability to work in a virtual and digital environment
  • 3+ years of work experience or a college degree with 2+ years of work experience
  • Candidates with entrepreneurial, social and digital marketing, AI, return from career-break, health and fitness, real estate, military, life insurance, financial, business owners, recruiters, coaches, economics, accounting, CPA, sales, law, nurses, teachers, and non-profit backgrounds are encouraged to apply
  • Life and Health Insurance License (already licensed preferred) or obtain within 21 days
  • Legally able to work in the United States
  • Must pass background check and obtain required licenses and CE certificates

What We Offer:

  • Commission pay, bonus pay, and residual income
  • Opportunity to earn $65,000-$132,000
  • 100% remote nationwide
  • Actively seeking candidates in Los Angeles, California, Hawaii, Arizona, Nevada, Texas, Tennessee, Colorado, Georgia, Michigan, New York, New Jersey, Florida, Oregon

We support a diverse workforce and are an equal opportunity employer. We do not discriminate against individuals based on race, gender, color, religion, national origin, age, or any other protected characteristic.



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