Entry-Level Financial Professional

ABOUT THEJOB

Ourpurpose is to empower people to achieve financial wellbeing. Weachieve this by educating and assisting individuals institutionsand business owners to take control of their finances and securetheir future.

In tandem we are dedicated to mentoring and coachingfuture leaders in the industry to further our legacy of financialeducation and empowerment.

We pride ourselves on a commitment toexcellence rivaled by none a commitment reflected in all aspects ofour work.

We believe in a holisticapproach to financial empowerment which is why we have a threepartmission that guides our work : build and secure wealth for familiesand individuals;

create a movement of financial professionals; andturn wealth into impact.

Opportunity :

As an Agent you will serve as a key contact and liaisonfor clients to ensure they receive the financial education andsupport needed to reach their goals.

As all training is provided byour expert leadership no prior financial industry experience isrequired. We favor those who have demonstrated experience inserving others as educators military personnel or public servantsand are willing to grow their skillset.

A strongentrepreneurial or leadership focus is a plus as we do not believein micromanagement and empower our agents to take initiative.

Youwill engage with clients providing financial education and supportneeded in a timely professional and courteous manner.

Agentsprovide financial knowledge education and strategies for businessmatters insurance protection retirement savings and estate planningto help clients and business owners tailormake their idealfutures.

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

Your earnings will be directly tied toyour performance and effort. Compensation and advancementopportunities are tailored to your career goals.

Please keep inmind no prior financial skills or experience is requiredwe arestrongly committed to finding goodhearted leaders who are willingto be trained and coached to execute this positionsuccessfully.

Responsibilities :

• Assist and educate clients with both consumerand small business solutions and strategies while helping themnavigate their unique life.
• Leverage availableresources technologies and processes to optimize the clientexperience and deliver 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

Must have :

• Ambition & drive to make a positiveimpact in the community
• Customer service and / ormanagement experience
• Ability to pass abackground check
• Ability to pass a statelicensing exam
• Age 18 or older andU.S. citizenship
• Computer with acamera

We provide :

• Studymaterials and preparation 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 if followed

Skills :

• Active Listening
• BusinessAcumen
• Customer and ClientFocus
• OralCommunications
• ProblemSolving
• RelationshipBuilding
• Prospecting
• ReferralIdentification
• ReferralManagement

Hours perweek :

Minimum of 8hours; no maximum

RemoteWork :