Financial Professional

We're rapidly expanding, providing the perfect opportunity to work from home. Industry demand is at an all-time high due to current economic times.

Our firm believes in taking on an educational approach to finances and deliver our expertise to people from all walks of life. With some of the top 100 fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor.

This is an opportunity for individuals who are hard-working, have good communication skills, customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or road map, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance).

Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

Our Company Offers:

• Flexible Schedule
• Part-Time and Full-Time Positions Available
• Exciting Work Environment
• Unlimited Growth Potential
• Work From Home

Key Responsibilities:

• Study, Learn, and execute while going through our world-class training
• Shadow client meetings, plan designs and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's need
• Participate in marketing and expansion strategies

Required Qualifications:

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 30 days

Preferred Qualities:

• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal growth
• You are a leader or want to learn to lead
• You are a self-starter and goal-oriented
• Entrepreneurial spirited
• You can work independently and work well as a team player

Income Model: 100% COMMISSION INCOME

• Commission income with no ceiling- ranging $2,500- $20,000+ per client
• Residual income per annual client contract anniversary
• Passive income base for agency development
• Equity asset and full business ownership
• Bonuses

This is not a clock-in clock-out type of role. You have the ability to control your schedule which can be ideal for someone looking for a part-time opportunity for additional income.

Do not apply if you live outside the U.S.

Do not apply if you are looking for a work visa.