Job Description

Job Description

We are an independent financial services firm based with over 40 years of service, we are dedicated to meeting the financial needs of families, individuals, and businesses around the country. Our firm exists as a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more.

These companies provide the products and services that we market and help our clients understand. Specifically, we specialize in retirement planning, tax-friendly strategies, proper coverage (LTC & insurance), wealth preservation, and insurance-based investments. New consultants typically start part time with opportunities for immediate leadership advancements and higher contract levels.

Our goal is to take an educational approach and deliver our expertise to people from all walks of life, providing generationally wealth opportunities for our clients. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. Our mission is to accomplish being an answer to the difficulties many are facing in their financial situations, and future.

OUR COMPANY OFFERS:

• High Income Potential

• Flexible Schedule

• Part-Time and Full-Time Positions

• Exciting Work Environment

• Unlimited Company Growth Potential

• Stability and Security

• World class financial education & training program (NO experience required)

MULTIPLE METHODS OF COMPENSATION in Financial Services:

commission income with no ceiling

residual income (paid from work done last year, every year)

passive income (income from clientele group)

bonuses, paid world travel, and more

KEY BENEFITS:

►Option to work remotely (in the office, at home, or anywhere)

►Choose area of interest and work flexible hours

►High Income Professional Industry (training and state license)

►Associate position with rapid advancement capability to management and increased income

►NO prior formal industry experience required

►Learn financial strategies to improve your own 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 high level of integrity (critical in this regulated and customer based industry)

KEY RESPONSIBILITIES:

►Provide exceptional customer service

►Participate in marketing and expansion strategies and efforts

►Consult, educate and connect clients with financial protection, investment and preservation strategies

►Inch closer and closer towards a leadership role within the firm, using mentors and training to support along the way

PREFERRED QUALITIES:

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

►Ability to work independently with a strong support team

►Good at follow-through and completing tasks

►Self-Starter

►Teachable and open to becoming Professionally trained

- Sales experience is preferred, however, we are willing to train the right individual.

If you are looking for a rewarding and lucrative career with “no glass ceilings," then please send us your resume.