Financial Consultant
📋 Role Overview & Responsibilities
We are looking to rapidly expand, providing the perfect opportunity to work from home.This position is for an Entry level financial consultant (part-time or full-time). Industrydemand is at an all-time high due to current times.Our firm believes in taking on an educational approach to finances and delivering ourexpertise to people from all walks of life. Partnering with some of the top 100, fortune500 companies, we are able to provide a complimentary financial plan for anyone whoneeds help. Financial professionals were recently ranked as the #1 growing career bythe U.S. Department of Labor.This is an opportunity for individuals who are hard-working, have good communicationskills and customer service skills, love to help people, and are willing to start a trainingprogram as an entry-level financial professional and potentially develop intomanagement and leadership positions.There is no experience needed for this position. Through our in-depth training program,you will learn how to sit down with an individual, family, or business owner, have aconversation with them about their financial goals and dreams, and help create a gameplan or roadmap, to help them achieve their short-term and long-term financial goalsthrough our financials solutions, products and services we provide (include but are notlimited to retirement planning, wealth accumulation, college planning, investments, &insurance) Whether you are looking to start or transition into a new career full-time, oryou are looking to develop a new skill or obtain part-time income during these turbulenttimes, a flexible schedule is available.
Our Company Offers: 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 strategiesQualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days Entrepreneurial spirit is key.
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 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
Income Model: 100% COMMISSION INCOME Commission income with no ceiling- ranging $2,500- $20,000 per client or more Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses
Do not apply if you are looking for a punch-in punch-out type of job.This can be an uncapped part-time opportunity for those looking for an additional sourceof income.
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This position is located in United States with potential relocation and sponsorship assistance depending on candidate qualifications.
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