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Financial Services Professional

Wealth Health & YOU, LLC

Financial Services Professional

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Job Description

    PLEASE READ THE JOB DESCRIPTION IN ITS ENTIRETY BEFORE APPLYING

    OVERVIEW:

    This position is working with a well-established Fortune 500 company and its A-rated partners in North America. We are looking to partner with talented, driven individuals who value professional growth while helping educate individuals and families to bridge the gap in financial literacy. We are founded upon innovation, strength in leadership, and equipping our associates to have a successful career in finance. We provide a world-class training program and you will have the opportunity to work directly with and learn from our senior partners. Prior experience is not required. Part-time or Full-time capacity.

    POSITION SUMMARY:

    Acquire state licensing to work as a financial professional with A-rated, reputable companies. Connect with people to identify goals, educate, plan, and design solutions for individuals, families, and business owners. Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation. Build meaningful and lasting relationships and experiences with clients, business associates, and partners.

    PREFERRED QUALITIES:

    • Ability to work independently with a reliable support team and training
    • Self-starter and goal-oriented
    • Accountable and ethical
    • Teachable and open to being professionally trained

    COMPENSATION:

    • 100% Commission Based
    • 1099 Independent Contractor
    • No ceilings, No quotas
    • Residual & Passive Income opportunities available
    • Performance-based bonuses

    KEY BENEFITS:

    • Option to work 100% remotely by computer and phone
    • Flexible Hours
    • High-income trajectory and career growth
    • Mentorship from proven industry experts
    • Option to build your agency

    BASIC QUALIFICATIONS:

    • Minimum 18 years of age
    • Legal US Resident, Citizen, or Work Permit with SSN
    • Able to complete licensing requirements

    ENVIRONMENT:

    Incredible training program and positive team environment. Our leadership team is very diverse and our company culture is cultivated on respect for people and continuous improvement.

    • Highly Encouraged to attend weekly Zoom Training
    • Obtain State License
    • Get Appointed to various A-Rated Financial Partners
    • Work with your Trainer on Client Appointments until becoming a Qualified Field Trainer