Job Description

Remote

OVERVIEW:

This position is working with a well-established Fortune 500 company and its Fortune 100 partners in North America. As we continue to expand our services across the U.S. and Canada, we are looking to broaden and diversify our friendly, motivated, and goal-oriented workforce. We aim to invest and partner with talent who can get behind a purposeful mission in helping people, a prominent and resilient financial services company, and values professional growth. We are founded upon innovation, strength in leadership, and helping people which provides an incredible foundation for experience, development, and income growth. The company is committed to helping all people achieve their goals no matter their race, religion, ethnicity, age, gender, income, assets, etc. The right talent has the aptitude and mindset to self-study and learns on the job. We provide world-class industry training for business principles, financial education, and strategies in order to help individuals, families, and business partners reach their financial goals for education, budgeting, retirement, investments, wealth preservation, and long-term planning. We provide new talent the pathway to quickly acquire a professional license and maintain it. Our company training infrastructure provides a fast-paced method to develop the business skills and knowledge to provide financial education and solutions for client short, mid, and long-term goals. Prior experience not required. Part-Time or Full-Time capacity.

CORE Financial Concepts is an independent partner focused on talent acquisition and development for a well-established Fortune 500 company with over 100 years in business. Due to company policies, this information will be shared upon applicant interview. Please take the time to thoroughly read the job description as we are focused on developing top-level talent with aligned qualities, values, and professional goals and objectives.

JOB SUMMARY:

• Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners.
• Develop knowledge about diversified, balanced, resilient, and risk-free financial strategies and business concepts.
• Understand fixed, flexible, and variable investment, protection, and preservation methods that help clients achieve their specific outcomes.
• Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses.
• 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.
• Expand business, management, and leadership skills working with clients, team members, and new associates.
• Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.

ARE YOU:

1. Ethical, intentional, accountable, confident, and a driven individual who desires to learn, grow, self-improve and move their goals forward?
2. A people-person who genuinely cares about delivering high-quality and high-touch experiences that build positive connections and long-lasting relationships?
3. Teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ?
4. Interested in learning financial synergy principles, the law of acceleration, and other strategies related to compounding, investments, time, and business that produce exponential outcomes?
5. Open to investing in your career, complete baseline combination license within 30 days, and continuing education to meet regulatory requirements working in the financial services industry?

INCOME MODEL:

• commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
• residual income (annual client contract anniversary)
• passive income base (agency development)
• equity asset (appreciating business ownership that can be sold or passed to family)
• bonuses
• world travel

KEY BENEFITS:

►Option to work remotely by computer and phone (in the office, at home or anywhere)

►Choose an area of interest and work flexible hours

►High-income trajectory and career growth

►Professional industry (training and license) with clear advancement path to management and business ownership

►No prior formal industry experience required

►Learn financial strategies to improve personal knowledge and help others

BASE QUALIFICATIONS:

►Minimum 18 years of age

►Legal U.S. Resident, Citizen, or Work Permit with SSN

►Able to complete licensing requirements within 30 days

►Accountable with a high level of integrity (critical in this regulated and customer-based industry)

KEY RESPONSIBILITIES:

►The study, learn, and execute with on-the-job training

►Shadow client meetings, plan designs and presentations

►Initiate financial needs analysis while providing exceptional and professional customer service

►Participate in marketing and expansion strategies and efforts

►Consult, educate and connect clients with relevant financial strategies and services

PREFERRED QUALITIES:

►Accountable and Ethical (do what you say you will do)

►Ability to work independently with a strong support team and training

►Consistent and excellent at follow-through and task completion

►Self-Starter and goal-oriented

►Teachable and open to becoming Professionally trained

EMPLOYMENT TYPE:

►Full or Part-Time

COMPENSATION:

►Standard Beginning Annual Compensation $75,000+/yr DOE (performance-based commission/1099 income)

►Uncapped business development income

ENVIRONMENT:

►Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, and life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education necessary. Work from home or remote; an online career during and after Covid-19. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.