Description

As a Financial Professional, you will be responsible for providing financial guidance and support to clients, helping them make informed decisions about their financial future. We are looking for a few select ambitious and driven individuals to step into a part-time or full-time opportunity!

We are looking for candidates who want to make a positive impact in their local communities.

As a part of our team, you will be meeting with clients 1 on 1 via Zoom to educate them on their different options for growing wealth. Building relationships with the clientele and aiding them in choosing the proper financial vehicle for themselves and family is where the majority of our time is spent.

Outside of this, we are expected to maintain integrity acting in the best interest of clients. In so doing, there will be incentive trips for our agents to travel across the world with us every quarter.

Remote Position | Online tools and training are provided in-house.

If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.

Customer service, leadership, and management backgrounds preferred!

Responsibilities
• Provide personalized financial planning services to clients remotely
• Evaluate clients' financial circumstances and devise customized strategies via online consultations
• Educate clients on a variety of financial services and products virtually
• Support clients with insurance sales and benefits administration from a distance
• Engage in remote sales activities to broaden client base and meet sales objectives
• Promote financial products and services to potential clients using online platforms
• Communicate clearly with clients, simplifying intricate financial concepts effectively through virtual meetings
• Generate leads and schedule appointments using online and telemarketing techniques
• Collaborate virtually with team members to achieve shared objectives

Qualifications
• Must be able to pass State/Federal background check.
• Ability to obtain proper licenses.
• Strong understanding of human nature.
• Excellent communication and interpersonal skills.
• Proven track record of meeting and exceeding expectations.
• MUST be located in the United States.
• Please respond to the application questions.