REAL ESTATE To Wealth Management
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 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
Weprovide :
- 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 :
REAL ESTATE to Wealth Management
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. In tandem, we are dedicated to mentoring and co...
REAL ESTATE To Wealth Management
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. In tandem we arededicated to mentoring and coaching f...
REAL ESTATE to Wealth Management
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. In tandem, we are dedicated to mentoring and co...
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