Entry-Level Financial Professional

About thejob

Our purpose is to empowerpeople to achieve financial wellbeing. We achieve this by educatingand assisting individuals institutions and business owners to takecontrol of their finances and secure their future.

In tandem we arededicated to mentoring and coaching future leaders in the industryto further our legacy of financial education and empowerment.

Wepride ourselves on a commitment to excellence rivaled by none acommitment reflected in all aspects of ourwork.

We believe in a holistic approach tofinancial empowerment which is why we have a threepart mission thatguides our work : build and secure wealth for families andindividuals;

create a movement of financial professionals; and turnwealth intoimpact.

Opportunity :

Asan Agent you will serve as a key contact and liaison for clients toensure they receive the financial education and support needed toreach their goals.

As all training is provided by our expertleadership no prior financial industry experience is required. Wefavor those who have demonstrated experience in serving others aseducators military personnel or public servants and are willing togrow their skillset.

A strong entrepreneurial orleadership focus is a plus as we do not believe in micromanagementand empower our agents to take initiative.

You will engage withclients providing financial education and support needed in atimely professional and courteous manner.

Agents provide financialknowledge education and strategies for business matters insuranceprotection retirement savings and estate planning to help clientsand business owners tailormake their idealfutures.

We are in the most highly compensatedfield where your hard work dedication and commitment to servingothers will be rewarded.

While theres no base pay your earningswill be directly tied to your performance and effort. Compensationand advancement opportunities are tailored to your career goals.

Please keep in mind no prior financial skills or experience isrequiredwe are strongly committed to finding goodhearted leaderswho are willing to be trained and coached to execute this positionsuccessfully.

Responsibilities :

• Assistand educate clients with both consumer and small business solutionsand strategies while helping them navigate their uniquelife.
• Become licensed through yourstate to discuss and provide our products to clients in a compliantmanner
• Leverage available resourcestechnologies and processes to optimize the client experience anddeliver operational excellence andaccuracy
• Adhere to establishedprocesses laws and guidelines in performing daytoday activitiessuch as submitting policies and accountmaintenance
• Manage clientinteractions by taking the best course of action for them at alltimes while abiding by all regulatoryrequirements

Musthave :

• Ambition& drive to make a positive impact in thecommunity
• Customer service and / or managementexperience
• Ability to pass a backgroundcheck
• Ability to pass a state licensing exammuch like a real estate agentexam
• Age 18 or older and U.S.citizenship
• Computer with acamera

Weprovide :

• Uncappedincome potential
• Study materials andpreparation support to pass your exam within 1week
• Remote & hybrid workoptions
• Inhouse online tools andtraining
• Personalized scheduling to accommodateyour lifestyle
• Weekly training and coaching bytop industry leaders
• A proven system that willlead to your success iffollowed

Skills :

• ActiveListening
• BusinessAcumen
• Customer and ClientFocus
• OralCommunications
• ProblemSolving
• RelationshipBuilding
• Prospecting
• ReferralIdentification
• ReferralManagement

Hours perweek :

Minimum of 8hours; no maximum

RemoteWork :