REMOTE Financial Professional

Flexible Working Hours, 100% REMOTE

Ideal Representative:

The ideal Associate Planner to fill this role has a keen interest in customer relations. We help tailor well-rounded portfolios to satisfy the short to long-term financial goals of our clientele. Everything from retirement savings, insurance investments, budgeting, to mutual funds…you name it, we can assist! This individual must have a growth mindset, not only business related but personally. The willingness to be coachable, to be present on calls, and to learn about various products as well as leadership skill-building. Our top priority is to serve others by helping safeguard their futures with low-risk, tax-free strategies. It is our duty to provide financial literacy about the plans/options available for people to establish a comprehensive financial plan.

This opportunity is worked remotely via ZOOM, either on a part-time or full-time basis. If there is a local office in your area, then you also have the convenience of using its workspace. Successful individuals will be highly motivated, self-sufficient, relationship-oriented, and enthusiastic networkers. They will demonstrate team building skills and be adept at embracing challenges, as well as an ongoing commitment to development. No prior experience in the financial industry is mandatory, although the prospective associate must be willing to earn and pay for the necessary licenses.

Our Industry & About Us:

We represent over 100 of the top-rated financial companies in the United States. Given the ever-changing nature of today’s workplace, our company is quickly expanding throughout all 50 States and Canada. Here, we believe you are in business for yourself, but you are NOT by yourself. Due to the expansive group, there are resources upon resources from direct mentorship, online training, extracurricular courses, books, videos, and financial firm webpages that are available at your fingertips. The firm’s motto is, "Leave No Family Behind". Our team prides ourselves on the ability to communicate and collaborate to achieve the common goal of successfully customizing a financial plan to meet the client(s)’s goals.

Responsibilities:

Consult with clients to create needs-based solutions to help meet their financial goals by applying a combination of investment, protection, and retirement planning strategies.

Build a loyal client base by networking, target marketing, and excellent customer service.

Attend mandatory business partner meetings, as well as other workshops and product training.

Use of prospecting and recruiting to secure appointments with clientele and business partners.

If you believe you’re an ambitious, entrepreneurial-minded individual with strong interpersonal skills, then we would be glad to invite you to apply to join the team. First, we welcome you to attend our Company Overview to learn about the training and mentorship program offered to all associates regardless of experience, in addition to compensation and business structure.

Compensation & Employment Type:

1099 Contractor

Commission-Based Pay

Unlimited earning potential

Production-Based; Advancement; Equity; Bonuses; Stock-Options; Profit Margins; Paid Travel

Remote/WFH:

We are an equal opportunities employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for contractual agreement without bias of age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.