Remote Financial Professional (part-time or full-time)

We are looking to expand our team of financial consultants in a fully remote environment.

This position is an Entry Level Financial Professional (part-time or full-time).

Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to budgeting, getting out of debt, retirement planning, wealth accumulation, college planning, investments, & insurance).

You DO NOT need to quit your EXISTING CAREER. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

Key Responsibilities:

- Study, Learn, and execute with on-the-job training

- Shadow client meetings, plan designs and presentations

- Analyze client financials to determine their needs and risk tolerance

- Review available options for clients

- Recommend which areas or services fit the client's needs

- Follow ethics industry standard

- Complete licensing requirements

- Maintain licenses and industry ethics

Qualifications - (Please READ)

- Must be over the age of 18

- Valid US government issued ID

- Background check required

- Willing to obtain a state license if you do not have one yet (Life, Accident and Health)

- Ability to manage customer relationships and provide tailored financial advice

- 2-3 years of customer service/client interaction recommended (not required)

Qualities we're looking for:

- Entrepreneurial ambition

- Integrity, ethical and a strong sense of morality

- Passion for making a difference and helping people

- Self-motivated, accountable, and a team player

- Ability to receive coaching and feedback

- Strong interpersonal skills

- Self-motivated

- Enjoys working in a fast-paced, highly productive, value-driven environment

- Sports/Club/Team Background, Sales, and Teaching experience is always a plus

Schedule:

You create your own besides ongoing weekly training - Tuesday 8pm EST/5pm PST and Saturday 12pm EST/9am PST

Compensation:

This is a 1099, fully commissioned role.

If you’re ready to make an impact while building a flexible, fulfilling career, we want to hear from you!

Please send your resume to .