Financial Consultant
3 weeks ago
(REMOTE)
We are an independent financial services firm with over 40 years of experience, dedicated to addressing the financial needs of families, individuals, and businesses nationwide. As a non-captive broker-dealer, we collaborate with leading companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and others. These partnerships enable us to offer a wide range of products and services to our clients.
Our areas of expertise include retirement planning, tax-efficient strategies, appropriate coverage (LTC & insurance), wealth preservation, and insurance-based investments. We provide comprehensive financial education and guidance, helping clients navigate their financial journeys.
New consultants often begin part-time, with opportunities for immediate leadership development and enhanced contract levels. Our inclusive approach ensures that clients from all walks of life can access our services, without requiring a specific net worth or minimum investment. As a Financial Associate, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We strive to take an educative approach while helping our clients plan for and reach their short-, mid-, and long-term financial goals. This includes retirement planning, college planning, child Head Start plans, investments, insurance , etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures by equipping them with modern-day financial education.
OUR COMPANY OFFERS:
* High-Income Potential
* Flexible Schedule
* Part-Time and Full-Time Positions
* Exciting Work Environment
* Unlimited Company Growth Potential
* Stability and Security
* World-class financial education & training program (NO experience required)
MULTIPLE METHODS OF COMPENSATION in Financial Services:
commission income with no ceiling
residual income (paid from work done last year, every year)
passive income (income from clientele group)
bonuses, paid world travel, and more
KEY BENEFITS:
►Option to work remotely (in the office, at home, or anywhere)
►Choose an area of interest and work flexible hours
► High-Income Professional Industry (training and state license)
►Associate position with rapid advancement capability to management and increased income
►NO prior formal industry experience required
►Learn financial strategies to improve your own knowledge and help others
BASE QUALIFICATIONS:
►Minimum 18 years of age
►Legal U.S. Resident, Citizen, or Work Permit with SSN
►Able to complete licensing requirements within 30 days***
►Accountable with a high level of integrity (critical in this regulated and customer-based industry)
KEY RESPONSIBILITIES:
►Provide exceptional customer service
►Participate in marketing and expansion strategies and efforts
►Consult, educate, and connect clients with financial protection, investment, and preservation strategies
►Inch closer and closer toward a leadership role within the firm, using mentors and training to support you along the way
PREFERRED QUALITIES:
►Accountable and Ethical (do what you say you will do)
►Ability to work independently with a strong support team
►Good at follow-through and completing tasks
►Self-Starter
►Teachable and open to becoming Professionally trained
- Sales experience is preferred, however, we are willing to train the right individual.
If you are looking for a rewarding and lucrative career with “no glass ceilings," then please send us your resume.
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