Responsibilities:
Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting information-gathering meetings with clients
Analyzing client needs and presenting potential solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
On-going development of professional skills and knowledge
Participate in marketing and expansion strategies and efforts
Learn financial strategies to improve your own knowledge and help others
Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.
Qualifications:
Legal U.S. Resident, Citizen, or Work Permit
Must be able to pass a background check
Accountable with a high level of integrity (critical in this regulated and customer-based industry)
Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ
A working professional (either part-time, full-time) in a role which pays steady income.
Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills
Ability to work in a team-based environment
Have a natural desire to learn and educate others about money
Willingness to get a license in the financial industry. (i.e. Life & Health, Series)
About us:
We are customer-centric, supportive, challenging and our goal is to Lead the way in changing how financial services products are marketed and sold in the US. We would do this by finding, training and developing the next generation of financial professionals. Do you have an interest in learning how money works, the strategies familiar to the wealthy, and actually building an asset with your time? Do you care about people? Have you considered transitioning to a different industry or career? We are looking for you! We are looking for talented and results oriented individuals ready to enter and experience the high-income financial services industry.
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