As a Financial Professional, you will be responsible for providing financial guidance and support to clients, helping them make informed decisions about their financial future. We are looking for a few select ambitious and driven individuals to step into a part-time or full-time opportunity! We are looking for candidates who want to make a positive impact in communities. As a part of our team, you will be meeting with clients 1 on 1 via Zoom to educate them on their different options for growing wealth. Building relationships with the clientele and aiding them in choosing the proper financial vehicle for themselves and family is where the majority of our time is spent. Outside of this, we are expected to maintain integrity acting in the best interest of clients. In so doing, there will be incentive trips for our agents to travel across the world with us every quarter. Remote opportunity | Online tools and training are provided in-house. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process. Customer service, leadership, and management backgrounds preferred! Responsibilities: • Provide comprehensive financial planning services to clients • Assess clients' financial situations and develop personalized strategies • Educate clients on various financial products and services • Assist clients with insurance sales and benefits administration • Conduct outside sales activities to expand client base and reach sales targets • Market financial products and services to potential clients • Communicate effectively with clients, explaining complex financial concepts in a clear and understandable manner • Utilize telemarketing techniques to generate leads and schedule appointments • Collaborate with team members to achieve collective goals Qualifications: • Must be able to pass State/Federal background check. • Ability to obtain proper licenses. • Strong understanding of human nature. • Excellent communication and interpersonal skills. • Proven track record of meeting and exceeding expectations. • MUST be located in the United States. • Please respond to the application questions. Compensation: $50,000 - $100,000 yearly

• Provide comprehensive financial planning services to clients • Assess clients' financial situations and develop personalized strategies • Educate clients on various financial products and services • Assist clients with insurance sales and benefits administration • Conduct outside sales activities to expand client base and reach sales targets • Market financial products and services to potential clients • Communicate effectively with clients, explaining complex financial concepts in a clear and understandable manner • Utilize telemarketing techniques to generate leads and schedule appointments • Collaborate with team members to achieve collective goals