This is a U.S. based remote position. We are seeking a dedicated and motivated individual to join our team as a Financial Consultant. In this role, you will be working closely with clients to provide personalized financial planning and advice. You will have the opportunity to help clients achieve their financial goals and secure their financial future. Our team is committed to providing excellent support, training, resources, and financial technology to help you succeed in this fulfilling career. 

About the job

OUR COMPANY OFFERS

High Income Potential (commission based)

Flexible Schedule

Part-Time and Full-Time Positions

Exciting Work Environment

Unlimited Growth Potential

World-class financial education & training program (NO experience required)

Work remotely

Advancement capability to management and increased income

KEY RESPONSIBILITIES

Provide exceptional customer service

Participate in marketing and expansion strategies and efforts

Consult, educate, and connect clients with financial protection, investment, and preservation strategies

BASE QUALIFICATIONS

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Able to complete licensing requirements (Life & Health)

Accountable with a high level of integrity (critical in this regulated and customer-based industry)

PREFERRED QUALITIES

Accountable and Ethical

Ability to work independently with a strong support team

Good at follow-through and completing tasks

Self-Starter

Open to becoming professionally trained

About Us

We help clients with financial solutions from trusted brands and companies without being captive to just one. We continue to grow through our training program and leadership. Our mission is to help families and business owners understand and feel better about their finances and futures.

Our approach is rooted in education, aiming to share our expertise with people from various backgrounds. We offer a complimentary financial plan to those seeking assistance.

In the current economic climate, where savings and retirements are at risk, our services become even more crucial in providing families with solutions. Our goal is to be a solution to the financial challenges many face today and in the future.

Distinguishing ourselves through our services and an educational approach, our expanding firm is seeking individuals for training. Our focus is on helping clients with tax-free strategies for retirement and building or preserving wealth.