Job Details
About the job
About us
We are customer-centric, supportive, challenging and our goal is to Lead the way in changing how financial services products are marketed and sold in the US. We do this by finding, training and developing the next generation of financial professionals.
Our work environment includes:
Growth opportunities
Flexible working hours
Lively atmosphere
About the Role
Do you have an interest in learning how money works, the strategies familiar to the wealthy, and actually building an asset with your time? Do you care about people? Have you considered transitioning to a different industry or career? We are looking for you!
We are looking for talented and results oriented individuals ready to enter and experience the high-income financial services industry.
Our Twin-career entry-level opportunity was created for professionals who are currently working and are looking to transition into the financial industry but don't have the experience, degrees or industry license required. We offer a tremendous platform with guidance, milestone markers for encouragement, and field based apprenticeship training for those who want to take this path.
Responsibilities
Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting information-gathering meetings with clients
Analyzing client needs and presenting potential solutions.
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
On-going development of professional skills and knowledge
Participate in marketing and expansion strategies and efforts.
Provide exceptional customer service.
Learn financial strategies to improve your own knowledge and help others.
Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.
Qualifications
Legal U.S. Resident, Citizen, or Work Permit with SSN
Must be able to pass a background check.
Accountable with a high level of integrity (critical in this regulated and customer-based industry)
Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ
A working professional (part-time, full-time) in a role which pays steady income.
Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision.
Organized, detail-oriented, and excellent time-management skills.
Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills
Ability to work in a team-based environment.
Previous athlete and/or coaching professional training.
Have a natural desire to learn and educate others about money.
Willingness to get a license in the financial industry. (i.e., Life & Health, Series (i.e., 6,63,65,26)) within 10 days.
Environment
. 100% remote.
. Training and flexible work hours can weave into your existing schedule.
. Incredible training program and positive team environment.
. Opportunities for performance bonuses, paid world travel, and more
. Part-Time, you can keep your current job and work with us part-time during off hours.
. 1099 qualified
Skills
Interpersonal Skills
Finance
Financial Services
Strategic Financial Management
Learning
Customer Service
Debt Management
Team Leadership
Sales Management
Direct Sales
Sales & Marketing
Business-to-Business (B2B)
Military
Teacher
Teacher Coach
Realtors
Health care
The right candidate is
Able to legally work in the US
Willing to undergo a background check in accordance with local laws.
Physically located in the US.
Currently working full-time or part-time earning an income.
NOT currently enrolled in an undergrad program.
comfortable working in a remote setting.
Searching for performance based, 100% commissions opportunities.
Ready to begin the on-boarding process immediately.