Quick Summary - 1099 position, work on your own time, independent insurance agent, training provided, commission and royalty-based compensation, work from anywhere, anyone interested can do this, contact me for more details.
Individuals who are motivated to help people are highly encouraged to apply !
Company Description
We are independent contractors (1099) working with World Financial Group (WFG) is a financial services organization that empowers entrepreneurs to become financial services business owners. Their vision is to give everyone access to financial knowledge, products, and resources for a better future. Their mission is to provide financial entrepreneurs with the necessary tools to help families have better futures.
Role Description
This is a full-time / Part - time remote role for a Financial Professional. The Financial Professional will be responsible for financial planning, financial analysis, financial reporting, and effective communication with clients. The Financial Professional will work with clients to understand their financial goals and recommend appropriate financial products and services. We strive to take an educational approach while helping our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college, planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures by equipping them with modern-day financial education.
The Idea Candidate
Values Freedom and Flexibility
Excels at working independently and in a team environment
Ambitious and Motivated
Entrepreneurial-Minded
Self-Starter and Good at Follow-Through
Has a personal interest in Personal finance (even with little to no experience)
Sports/Club/Team Background, Sales, and leaching experience is always a plus!
Qualifications
Expertise in Financial Planning and Analysis
Strong analytical skills to evaluate client financial status and provide recommendations
Experience in Finance and Financial Reporting
Excellent communication skills to establish relationships with clients and effectively communicate financial advice
Ability to work independently and remotely
Experience in the financial industry is a plus
Bachelor's degree in Finance, Accounting, Business Administration or related field and related experience
We are looking for a talented and successful motivated individual ready to become educated in the high income financial services industry. Do you have an interest in learning how money works? Strategies familiar to the wealth, and actually building an asset with your time?
Our branch office is based in San Fransisco, CA and we are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to provide families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and our educational approach.
Are You:
Ethical, intentional, accountable, confident and driven to invest in your future?
Teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ? Open and have a desire to become licensed to help individuals, families, and businesses with practical and tactical resilient strategies?
MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs:
Commission income with no ceiling (one client maybe $2,500 in compensation and another maybe $20,000)
Residual income (paid from work done last year, every year)
Passive income (income from clientele group)
Bonuses, paid world travel, and more.
Base Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen or Work Permit with SSN
Able to pass a Background Screening
Able to complete licensing requirements within 30 days
Accountable with high level of integrity (critical in this regulated and customer based industry)
Environment
Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, marketing, social media/branding, communication and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production based, Commission only Position (1099). No prior certification, experience, or education necessary.
