Remote Financial Services Professional

REMOTE POSITION

We are urgently seeking new talent to join our reputable company immediately! Our firm has been leading the financial services industry for over 30 years, and we are expanding rapidly across North America. No experience is necessary. We are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level financial professional and develop into management and leadership positions (because we only promote from within). Our expanding firm stands out from the rest because of the various services and educational approaches we provide to our clients. So in the end, they are able to make better financial decisions for their families. Due to our expansion, we are looking to train the right individuals into financial consultants. This position is a client-facing role, so we are looking for individuals with customer service experience who enjoy face-to-face interactions with clients on a daily basis.

 

ARE YOU:

✔ethical, intentional, accountable, confident, and a driven individual who desires to learn, grow, self-improve and move their goals forward? ✔a people-person who genuinely cares about delivering high-quality and high-touch experiences that build positive connections and long-lasting relationships? ✔teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ? ✔interested in learning financial synergy principles, the law of acceleration, and other strategies related to compounding, investments, time, and business that produce exponential outcomes? ✔open to investing in your career, complete baseline combination license within 30 days, and continuing education to meet regulatory requirements working in the financial services industry?

 

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 help others. Commission-based position (1099). NO prior certification, experience, or education necessary. Work from home or remote; an online career during and after Covid-19. 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.

 

INCOME MODEL:  

✔commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) ✔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 ✔world travel   

Job Requirements:

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 clear advancement path to management and business ownership 

► No prior formal industry experience required ► Learn financial strategies to improve personal knowledge and help others 

► Learn financial strategies to improve your own 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)

► Soft background check required ► No criminal history/record ► Outstanding communication skills, both verbal & written ► Able to work effectively in a team environment ► Detail-oriented and able to follow up on tasks

► Work effectively under pressure and maintain a positive attitude ► Capable of multitasking, prioritizing, and managing time efficiently ► A willingness to learn and grow

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