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Form of workJob Description
PART-TIME, FULL-TIME, FLEXIBLE AROUND OTHER JOBS IF NECESSARY, 100% REMOTE
Given the ever-changing nature of today's workplace, our company is quickly expanding throughout all 50 States and Canada. We represent over 100 of the top-rated financial companies in the U.S. We are looking for highly motivated individuals to help safeguard the current and future financial health of individuals by providing professional consulting services and helping build a financial plan to satisfy short-term, mid-term, and long-term financial goals. Our firm specializes in growth strategies that help eliminate risk for clients, minimize taxes, and ultimately help them achieve financial freedom.
Qualifications
- Authorization to work in the United States
- Access to reliable internet connection
- Access to a computer and webcam
- Passion for helping others
- Growth mindset
- Coachability
Job Summary
- Meet with clients via Zoom
- Attend virtual classroom sessions
- Assess financial situations
- Assist in creating financial strategies for clients
- Follow-up with clients on an annual basis to review their financial plans
There is no prior experience necessary, but this position will require licensing. We will assist you in all necessary licensing and all essential training is provided. This position is a commission based position. Commissions are paid out by the companies we do business through and we NEVER charge our clients a penny for our services.
