Job Details
In summary, we are looking for an individual who has the mindset and
desire to become a financial consultant. Someone who can grow and
develop in their career starting part-time. Incredible 1099 business
ownership, company partnership, commission, residuals, multiple passive
compensations, and bonus income.
We are looking to expand a diverse and flexible Part-Time and Full-
Time team. The right talent is ethical, business-minded, goal-oriented, and
values accelerated career growth. This role (entry-level to experienced) is
working with a well-established Fortune 500 company and its Fortune 100
partners in North America. As we continue to expand our services across the
U.S. and Canada, we are looking to broaden and diversify our friendly,
motivated, and goal-oriented workforce. We aim to invest and partner with
talent who can get behind a purposeful mission in helping people, a
prominent and resilient financial services company that values professional
growth and development. We are founded
upon innovation, leadership, and meaningful relationships.
Position Requirements:
Acquire baseline licensing to work as an independent financial professional
with a strong and reputable brand and world-class industry partners.
Develop knowledge about diversified, balanced, resilient, and risk-free
financial strategies and business concepts.
Understand fixed, flexible, and variable investment, protection, and
preservation methods that help clients achieve their specific outcomes.
Connect with people to identify goals, educate, advise, plan, and design
solutions for individuals, families, and businesses.
Illustrate and present plans for retirement, investment, college/savings, and
lifetime income generation.
Build meaningful and lasting relationships and experiences with clients,
business associates, and partners.
Expand business, management, and leadership skills working with clients,
team members, and new associates.
Leverage proven workflow and technology systems that produce highly
efficient and effective results for clients and businesses.
COMPENSATION:
commission income (with no ceiling or cap)
residual income (annual client contract anniversary)
passive income base (agency development)
equity asset (appreciating business ownership that can be sold or passed to
family)
bonuses (monthly, quarterly, team, stock options, travel)
KEY BENEFITS:
Option to work remotely by computer and phone (in the office, at home, or
anywhere)
Choose an area of interest and work flexible hours
High-income trajectory and career growth
Professional industry (training and license) with a clear advancement path
to management and business ownership
No prior formal industry experience is required
Learn financial strategies to improve personal 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:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs, and presentations
Initiate financial needs analysis while providing exceptional and
professional customer service
Participate in marketing and expansion strategies and efforts
Consult, educate, and connect clients with relevant financial strategies and
services
PREFERRED QUALITIES:
Accountable and Ethical (do what you say you will do)
Ability to work independently with a strong support team and training
Consistent and excellent at follow-through and task completion
Self-Starter and goal-oriented
Teachable and open to becoming Professionally trained
EMPLOYMENT TYPE:
Part-Time
COMPENSATION:
Standard Beginning Annual Compensation (performance-based
commission/1099 income)
Year Over Year Increasing Income
ENVIRONMENT:
Incredible training program and positive team environment. Must be
passionate about learning and helping individuals, families, and businesses
with short, mid, and long-term financial goals: retirement planning, college,
and life planning, investments, wealth preservation, wills, estates, trusts,
etc. Training and work hours are flexible. As an independent professional,
you are in control and manage your schedule. The right business-minded
individual is motivated to invest their time to learn, serve others and
establish relationships. Partner commission-based position (1099; not a
W2). No prior certification, experience, or education is necessary. Work from
home or remotely. We have a strong and resilient history working with
students, graduates, military, professionals, and diverse ethnicities to
develop high-touch financial professionals and leaders in a professional and
lucrative industry.