· Have you ever wanted a career filled with meaning and fulfillment?
· Is financial stability something you value?
· Is a healthy work-life balance something you prioritize?
· Does pursuing personal growth and development appeal to you?
· Do you have a passion for helping people?
· Do you want to be a part of something bigger than yourself?
If you answered yes to any of these questions, let’s talk. We’re building a team of motivated people ready to learn from industry leaders while developing their own strengths. We’re shifting the financial services industry from the inside out by changing the lives of everyday people through education, strategy, and support.
Our community of like-minded professionals work together to create change in their communities by making financial literacy accessible and easily digestible. If you’re ready to learn, then we’re willing to teach you how to succeed.
What We Offer
· Flexible schedule to accommodate your lifestyle
· Part-time and full-time positions available (we recommend starting part-time and transitioning to full-time)
· Unlimited growth potential within the organization
· Work-from-home arrangement for convenience and comfort
· World-class training program to equip you with the knowledge and skills required
· Strengths based mentorship and Leadership opportunities
What you do
· Developing relationships with new potential clients to discuss financial concerns and needs
· Conducting information-gathering meetings with clients
· Analyzing client needs and presenting potential solutions
· Providing ongoing service to clients
· Developing and implementing personal business and marketing plans
· On-going development of professional skills and knowledge
· Participate in marketing and expansion strategies and efforts
· Provide exceptional customer service
· Learn financial strategies to improve your own knowledge and help others
· Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.
What you need
· Legal U.S. Resident, Citizen, or Work Permit with SSN
· Must be able to pass a background check
· Accountable with a high level of integrity (critical in this regulated and customer-based industry)
· Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ
· Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
· Organized, detail-oriented, and excellent time-management skills
· Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills (or a strong desire to develop these skills)
· Ability to work in a team-based environment
· Have a natural desire to learn and educate others
· Willingness to get a license in the financial industry. (eg. Life & Health, Series (ie. 6,63,65,26)) within 30 days.
