Job Description

In summary, we are looking for an individual who has the mindset and desire to become a top performer and grow and develop in their career starting part-time or full-time. Incredible 1099 business ownership, company partnership, commission, residuals, multiple passive compensation, and bonus income. One thing we understand is that it takes Innovation, values, and service to achieve positive, impactful, and meaningful connections. Financial fundamentals are not typically taught in school and yet we all must plan and prepare for our journey. The little steps today create momentum and achievement tomorrow. This starts with the right talent, the right individual, who desires to learn the essential fundamentals to plan a resilient financial future and enjoys helping people. As a well-established industry-leading company, we provide personal training and a pathway to quickly acquire professional licensing that establishes the foundation to rapidly scale income and a career. We provide world-class training and coaching to develop and expand financial, business, and high-touch customer service skills resulting in top-performing financial consultants and advisors who understand financial concepts, resilient cash-flow and tax savings principles, investing, wealth accumulation, and preservation strategies. We share financial literacy knowledge and build relationships that help educate individuals, families, seniors, and business owners to leverage financial principles and develop plans and roadmaps with them to achieve their short, mid, and long-term life goals. This is incredibly fulfilling work with incredibly fulfilling compensation.

We are looking to expand a diverse and flexible PART-TIME and FULL-TIME team. The right talent is ethical, business-minded, goal-oriented, and values accelerated career growth. This role (entry-level to experienced) 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, that values professional growth and development. We are founded upon_ INNOVATION_, LEADERSHIP, and _MEANINGFUL RELATIONSHIPS. _The company is committed to helping all people achieve their goals with budgeting, retirement, investments, wealth preservation, and long-term planning no matter their race, religion, ethnicity, age, gender, income, assets, or education.

New talent must have the aptitude and mindset to learn and enhance skills, business concepts, and financial principles from an internal team of experienced professionals while learning on the job. Prior experience is not required. PART-TIME OR FULL-TIME capacity.

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, 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:

Ethical, intentional, accountable, confident, and driven individual who desires to learn, grow, self-improve, and move their goals forward?

A people-person who genuinely cares about delivering high-quality and high-touch experiences that build positive connections and long-lasting relationships?

Teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ?

Interested in learning financial synergy principles, law of acceleration, and other strategies related to compounding, investments, time, and business that produce exponential outcomes?

Open to investing in your career, completing a baseline combination license within 30 days, and continuing education to meet regulatory requirements working in the financial services industry?

COMPENSATION:

COMMISSION INCOME with no ceiling or cap (one client may result in $2,500 and the next may be $30,000)

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 (monthly, quarterly, team, stock options, 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 a clear advancement path to management and business ownership

►No prior formal industry experience is 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:

►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 (performance-based commission/1099 income)

►Year Over Year Increasing 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 learn, serve others and establish relationships. Partner commission-based position (1099; not a W2). NO prior certification, experience, or education is necessary. Work from home or remotely; 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 profession and lucrative industry.