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Financial Services Consultant

2 months ago

Calabasas, California, United States Impact Leadership Network Full time
Position Overview

Financial Services Consultant (Remote Opportunity, Flexible Hours)

Are you seeking a career that offers both purpose and satisfaction? Do you value financial security? Is maintaining a healthy work-life balance important to you? Are you eager for personal growth and development? Do you have a genuine desire to assist others? If you resonate with any of these aspirations, we invite you to explore this opportunity.

At Impact Leadership Network, we are assembling a team of driven individuals eager to learn from industry experts while honing their own capabilities. Our mission is to transform the financial services sector by empowering everyday individuals through education, strategic guidance, and support.

Our network of like-minded professionals collaborates to foster change in their communities by making financial literacy accessible and comprehensible. If you are ready to learn, we are committed to teaching you the skills necessary for success.

What We Provide:

  • Flexible work schedule tailored to your lifestyle
  • Options for part-time and full-time roles (initially recommended to start part-time)
  • Unlimited opportunities for advancement within the organization
  • Remote work arrangement for your convenience
  • Comprehensive training program designed to equip you with essential knowledge and skills
  • Mentorship focused on your strengths and leadership development
  • This role operates on a 1099 basis - Commission Only with Passive, Residual, and Renewal Income
  • Enjoy peace of mind with job security

Your Responsibilities:

  • Building relationships with prospective clients to discuss their financial needs and concerns
  • Conducting meetings to gather information from clients
  • Assessing client requirements and proposing viable solutions
  • Providing continuous support to clients
  • Creating and executing personal business and marketing strategies
  • Ongoing enhancement of professional skills and knowledge
  • Engaging in marketing and growth initiatives
  • Delivering exceptional customer service
  • Acquiring financial strategies to enhance your own expertise and assist others
  • Guiding individuals, families, and businesses in identifying and implementing strategies to meet their financial objectives, including retirement planning, education funding, debt management, insurance, investments, and estate planning.

Qualifications:

  • Must be a legal U.S. resident, citizen, or possess a work permit with SSN
  • Ability to pass a background check
  • Willingness to obtain a financial industry license (e.g., Life & Health) within 30 days
  • Demonstrated accountability and integrity, essential in this regulated and client-focused field
  • Open to learning the business and financial principles that enhance your personal and professional Financial IQ
  • Self-motivated and disciplined, capable of working independently
  • Organized, detail-oriented, and proficient in time management
  • Strong skills in sales, analysis, decision-making, interpersonal communication, leadership, and a desire to develop these abilities
  • Ability to thrive in a collaborative team environment
  • A natural inclination to learn and educate others

Are you ready to embark on an exciting journey in the financial sector? We look forward to your interest in this opportunity.