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 our work.
We believe in a holistic approach to financial empowermentwhich is why we have a threepart mission that guides our work : build and secure wealth for families and individuals;
create amovement of financial professionals; and turn wealth intoimpact.
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 bothconsumer and small business solutions and strategies while helpingthem navigate their uniquelife.
Leverage availableresources technologies and processes to optimize the clientexperience and deliver operational excellence andaccuracy
Adhere toestablished processes laws and guidelines in performing daytodayactivities such 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 apositive impact in thecommunity
Customer serviceand / or managementexperience
Ability to pass abackground check
Ability topass a state licensingexam
Age 18 or older andU.S. citizenship
Computerwith a camera
We provide :
Study materials and preparationsupport to pass your exam within 1week
Remote & hybridwork options
Inhouse onlinetools andtraining
Personalizedscheduling to accommodate yourlifestyle
Weekly trainingand coaching by top industryleaders
A proven system thatwill lead to your success iffollowed
Skills : ActiveListening
ActiveListening
BusinessAcumen
Customer and ClientFocus
OralCommunications
ProblemSolving
RelationshipBuilding
Prospecting
ReferralIdentification
ReferralManagement
Hours per week :
Minimum of 8 hours; nomaximum
RemoteWork :
Financial Professional Trainee - Benefits + 401K
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