Job Description

Job Description

Our firm works with a large group of experienced consultants across the country providing comprehensive financial services. We are a full-fledged wealth and financial consulting firm with over 500 agents across the United States. We represent most financial & insurance companies including Nationwide, Prudential, Fidelity, and more. This opportunity consists of building & helping a wide range of clientele with financial planning and consulting while building a business of your own. Most consultants start with us on a part time basis while also having potential for immediate leadership advancement. This typically takes form in growing a team of agents while leveraging company resources and industry experts along the way.

• Our agents provide:

• Retirement Strategies

• Estate Planning

• Tax Deductions

• College Funding

• Wealth Preservation

• Insurance Protection

• Business Planning

• Corporate Group Plans

• The qualities we look for include:

• Entrepreneurial ambitions, very motivated

• Integrity, ethical and a strong sense of morality

• Passion for making a difference and helping people

• Self-motivated, accountable, and a team player

• Ability to receive coaching and feedback

• Strong interpersonal skills

• Enjoys working in a fast-paced, highly productive, value-driven environment

• Requirements

• Must be over the age of 18

• Some college; BS/BA preferred

• Driver's License

• Background check required - No criminal history whatsoever

• Willing to obtain a state license if you do not have one yet.

• 2-3 years of customer service/client interaction recommended (not required)

• No financial background required, but preferred

• Schedule:

• You create your own beside weekly trainings. Additional trainings are provided throughout the week for specialized topics (licensing prep, illustration training, etc). Ideally, we want our agents weaving this opportunity into their current schedules and preparing to go full-time within a year.

• Company Training & Culture:

• A Competitive training program to help you get started

• Mentorship and professional development training throughout your entire career

• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards

• The opportunity to pursue leadership and specialized roles

• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management

• CAREER BENEFITS

• No Income Limitation, Passive Income, Highly Lucrative Industry

• Solely Performance-Based (income tax benefits)

• No Clock In, Clock Out

• Solely work from home

• Multiple Income Streams (passive, residual,

• World Travel Incentives, Company Events

• Build this Business on YOUR time, with OUR help