Opportunity Overview

Are you looking for a career and not just another job? Our brokerage is looking to add a Lead Representative to the team! Start a new career with support and flexibility!

Culture is a big part of who we are. We’re looking for ambitious professionals that have a thread of success in their lives to join our growing financial services firm. If you have the heart to teach, train, and serve others than you are in the right place.

No one wants to be limited in their earning potential, business growth, or personal relationships. We offer an opportunity to grow professionally and financially. We are looking for driven leaders who want to make a difference in the lives of others and who have a burning desire to do more with their lives.

Building your Business

Having an entrepreneurial spirit is a must, you’ll build your client base by helping middle-income families understand How Money Works. You will have freedom and flexibility in your schedule. In this you will utilize drive, determination, leadership and relationship-building skills to build a stable income in which you have ownership over. We have a fast track to run on to become a Regional Vice President making a healthy six-figure income.  

Responsibilities

• Coach clientele on basic financial literacy (Savings, Debt, Retirement, Protection)


• Offer guidance into products/partnerships


• Consult with clients on best practices in terms of financial future


• Complete training in finance, planning, investment strategies, and product knowledge


• Source business prospects and employ client acquisition


• Balance referral activities, follow-ups, and administrative tasks


• Comply with all regulatory requirements, including licensing and registration

What you need to succeed

1) Perseverance – How much do you believe in yourself? It's not easy but it's worth you, you'll have to keep moving forward. 

2) Coachable – You will be responsible for yourself and income but if you follow our system you will 100% be successful.

3) Desire to be somebody – Money is important, but so is significance, legacy, and honor. You need to have a burning desire in your heart to do more for yourself, your family, and others to make an impact!