Knowledge of the financial services is not required but will to learn is vital.

If you are someone who wants a career change with a company that provides a self-development program with a great compensation attached, then apply now.

Must be 25 or older. (Remote work from home position)



Responsibilities

Sit down with new and current clients when necessary to discuss or update their current income, insurance needs, tax bracket, financial risk management and financial goals to provide them with tailored financial advice.

Anticipate and answer client questions in terms that are easy to understand, providing the client with the proper resources for supplemental information. 

Make recommendations as needed on investments, financial strategies, proper cash management and insurance policies.

Review client financial accounts and plans at least three times per year to ensure current client plans accurately reflect life changes, concerns, income adjustments and any other shifts or circumstances that might impact the client's financial plans, insurance needs or investments. 

Undergo continuing training and education to remain up-to-date on the latest investment plans, financial practices, financial trends and state/local/federal regulations and laws.

Remain current on the latest marketing trends and performance to make sure client plans are adequate and responsive, suggesting changes and actions as necessary. 

Some benefits we provide: 

Company qualified trips and events

Quarterly bonuses

Flexible Schedule

Lead generator training

 Opportunity for residual income

Opportunity to promote up to broker position averaging over $100,000 in annual income Skills and Traits

What you should have:

Positive attitude

Leadership skills

Work well with others

Communication skills

Driven with a desire to increase your earnings

Integrity