Financial Services Professional

We are looking to expand our team in a fully remote environment. This position is Entry level (part-time or full-time). Through our in-depth training program, you will learn how to diagnose the 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. We provide services in the following areas: Getting out of debt, Budgeting, Retirement Planning, Wealth Accumulation, College Planning, Insurance, etc. Key Responsibilities: Study, Learn, and execute with on-the-job training 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: Must be over the age of 18 Background check required 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. Schedule: You create your own besides ongoing weekly training - Tuesday 8pm EST/5pm PST and Saturday 12pm EST/9am PST Important Note: You don’t have to quit your current job to join us. Whether you're exploring a new path or pursuing part- time income, this opportunity is structured to meet you where you are. THIS IS A COMMISSION BASED ROLE. If you’re ready to make an impact while building a flexible, fulfilling career, we want to hear from you! Job Types: Full-time, Part-time Benefits: Financial planning services Flexible schedule Bonus opportunities Commission Pay License/certification: Driver's license Location: United States (Required) Work Location: Remote

Job Types: Full-time, Part-time

Pay: $40,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote