Job Description

Job Description

Job Description

ABOUT US

Our firm has been leading the financial services industry for over 30 years, and we are rapidly expanding. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So in the end, they are able to make better financial decisions for their family.

WHO WE'RE LOOKING FOR

Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as a financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening. 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 so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance).

OUR COMPANY OFFERS:

***REMOTE work

Full, In Depth Training & Mentorship Program

Flexible Schedule

Part-Time and Full-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential

Unlimited Earning Potential (1099 Commission-Based Role!)

Stability and Security

QUALIFICATIONS:

Outstanding communication skills, both verbal & written

Able to work effectively in a team environment

Detail-oriented and the ability to follow up on tasks

Work effectively under pressure and maintain a positive attitude

Capable of multi-tasking, prioritizing, and managing time efficiently

Job Types: Full-time, Part-time

Expected hours: 8 – 50 per week

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Work from home

Supplemental Pay:

• Bonus opportunities

Work Location: Remote

Responsibilities include but are not limited to:

1. Attend training sessions

2. Provide exceptional customer service

3. Participation in marketing and expansion strategies and efforts 

4. Consult, educate, and connect clients with financial protection, investment, and wealth preservation strategies 

As a non-captive broker, we partner with A-rated finance and insurance companies and can proudly state that we do not charge any consulting fees. Whether you are just getting started, on your way to financial success, or already financially successful, we're here to help.

Company Description

As a non-captive broker, we partner with A-rated finance and insurance companies and can proudly state that we do not charge any consulting fees. Whether you are just getting started, on your way to financial success, or already financially successful, we're here to help.

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