Financial Professional - Entry Level

Job Description

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or 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 retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS:

• Full, In-Depth Training Program
• Flexible Schedule
• Part-Time and Full-Time Positions Available
• Exciting Work Environment
• Unlimited Growth Potential
• Work From Home

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 need
• Participate in marketing and expansion strategies and efforts

QUALIFICATIONS:

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Valid US government issued ID
• Soft background check required
• No criminal history/record
• A working laptop and internet connection
• Able to complete licensing requirements within 30 days
• Accountable with a high level of integrity

PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset:

• Honesty and integrity are characteristics you live by.
• You value and believe in our mission and cause.
• You have an entrepreneurial spirit.
• You are constantly looking for personal growth.
• You are a leader or want to learn to lead.
• You are a self-starter and goal-oriented.
• You can work independently and work well as a team player.
• Sports/Club/Team Background, Sales, and Teaching experience is always a plus.

INCOME MODEL:

• 1099 Contractor
• Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
• Residual income per annual client contract anniversary
• Passive income base for agency development
• Equity asset and full business ownership
• Bonuses
• World travel

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, 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 is necessary. Work from home or remote. 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. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa. Job Types: Full-time, Part-time Pay: $50,000.00 - $100,000.00 per year Expected hours: 4 – 40 per week Benefits:

• Flexible schedule
• Work from home

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