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Virtual Financial Advisor

Appreciation Financial

Virtual Financial Advisor

Oklahoma City, OK +19 locations
Full Time
Paid
  • Responsibilities

    Job Description

    How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?

    Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.

    If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.

    Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.

    What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.

    *** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).

    Company Description

    Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need. Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us. Values: Drive - Nothing worth having comes easy Love - Love creates empowerment and value in our people and those that we serve Fun - Live in the moment - don't take yourself too seriously What we do: We help a lot of people We create life-changing wealth We get better every day

  • Locations
    Phoenix, AZ • Mesa, AZ • Los Angeles, CA • Long Beach, CA • Thousand Oaks, CA • Santa Barbara, CA • Santa Maria, CA • Palmdale, CA • Fresno, CA • Walnut Creek, CA • Stockton, CA • Vacaville, CA • Roseville, CA • Reno, NV • Oklahoma City, OK • Tulsa, OK • Dallas, TX • Houston, TX • Spring, TX • Seattle, WA