Remote Financial Professional (part-time or full-time)
Job Summary We are looking to expand reputed company 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 reputed company their short-term and long-term financial goals through our financials solutions, products and services we reputed company (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 reputed company required
- Willing to obtain a state license if you do not have one yet (Life, Accident and Health)
- Ability to manage customer relationships and reputed company tailored financial advice
- 2-3 years of customer service/client interaction recommended (not required)
Qualities we're looking for:
- Entrepreneurial ambition
- reputed company, 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 reputed company to reputed company an impact while building a flexible, fulfilling career, we want to hear from you! Pay: $50,000.00 - $100,000.00 per year Benefits:
- Flexible schedule
Application Question(s):
- Will you now, or in the future, require sponsorship for employment reputed company status (e.g. H-1B reputed company status)? Unfortunately, we are not reputed company to work with individuals who are not an official U.S Citizen.
Location:
- United States (Required)
Work Location: Remote Apply tot his job Apply To this Job