Licensed Financial Professional

Job Overview
We are an independent wealth management and financial consulting firm. We have a ton of A-rated companies on our platforms. We work with a wide range of clientele, from very high net worth clients to every day Americans. We specialize in insurance-based investment products and helping our clients grow their money risk-free and tax-free. Because this is an uncapped commission-based position, new business partners generally start out part-time before transitioning to full-time, although they do have the option of doing either. This role also offers unlimited, merit-based career advancement with the resources to do so in a very fast manner.

We utilize every aspect of the financial industry:
Wealth Management
Retirement Planning
Tax Deductions
College Funding
Wealth Preservation (Insurance)
Business Planning/Business Owner Solutions
Corporate Group Plans
Estate Planning
And more...

Responsibilities
Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
Assist clients with estate planning, ensuring compliance with relevant laws.
Maintain strong customer relationships through effective communication and exceptional service.
Stay updated on financial regulations and market trends to provide informed advice.

Qualities we're looking for:
Strong inclination and/or experience for sales, leadership, financial services, and/or entrepreneurship
Incredibly strong integrity and moral compass
Passion for making a difference, helping people, and enhancing people's futures
Someone who is self-motivated, coachable, accountable, and a team player.
Strong interpersonal and communication skills, as well as a high level of emotional intelligence and ability to empathize
Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements - (PLEASE READ)
Must be 18+
BS/BA preferred
Driver's License
Background check required - No criminal history whatsoever
Willing to obtain a state life and health license, if you do not have one yet.
2-3 years of customer service/client interaction preferred

Schedule:
You build your own schedule around weekly trainings and your field training in the beginning, and then have full control and flexibility of your schedule once you become independent.
This position can also be done 100% REMOTELY.

What’s provided:
Competitive and collective training program to help you establish a solid foundation and get you started here
Top tier mentorship, access to seasoned senior partners and executives, and consistent professional development training throughout your entire career
A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards, while pushing you to be better every day
The most advanced FinTech software in the industry
The opportunity to pursue leadership and specialized roles from day 1
Comprehensive planning analysis tools, brokerage and advisory platforms, as well as wealth management

Job Types: Full-time, Part-time

Benefits:
Flexible schedule
Life insurance
Retirement plan
Financial services/planning

Work Location: Remote
Job Types: Full-time, Part-time

Experience:
leadership, sales, or entrepreneurial: 1 year (Preferred)

License/Certification:
life and health insurance license (Preferred)