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Financial Services Consultant
2 months ago
Dynamic finance organization seeking individuals with integrity and a passion for 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. Success is rewarded with competitive remuneration. All roles are entirely 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: Offer financial education and assess client portfolios to create financial strategies. Develop these strategies, provide necessary support for client needs, and follow up to ensure satisfaction. Facilitate the onboarding of new agents.
Field Trainer: Liaise with lead broker regarding business growth. Oversee general agent meetings with clients. Provide continuous support for agents to fulfill client requirements. Engage directly with clients as necessary. Coordinate with administrative staff and headquarters to ensure all documentation and processes are complete for new agents and clients.
Licensed Investment Specialists: Evaluate client needs and implement suitable plans and account setups. Follow up to ensure client satisfaction.
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 upon application review. 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 good fit after the meeting.
QUALIFICATIONS
Licensing is not required prior to application. State (and optional Federal) licensing will be facilitated post-onboarding. Comprehensive training is provided; however, it is a highly regulated field 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. We do not offer VISA sponsorship. Candidates must be comfortable working remotely (on Zoom) in a professional environment, possess professional communication skills, and be open to coaching.
Leadership provides ongoing mentorship and training. The platform offers support for obtaining additional state and Federal licensing after initial onboarding for professional development and to meet the diverse needs of clients.
