About Us: We are a financial services firm dedicated to helping individuals, families, and business owners build and protect their financial future. We specialize in:
College Savings Plans and Business Financial Solutions
Mortgage Loan Origination
Giving Entrepreneurs the Training & Experience Necessary to Build Their Business
With TRILLIONS of dollars moving through the financial industry annually, we provide expert strategies to help clients make informed financial decisions. MUST LIVE WITHIN THE UNITED STATES AND BE CITIZEN OR AUTHORIZED TO WORK IN THE USA.
Opportunity Overview: As a Remote Financial Services Representative/Life Agent, you will play a key role in educating clients and offering financial solutions tailored to their needs. This is a flexible, remote opportunity with unlimited earning potential. All through Zoom, you will have the opportunity to advance quickly and build and create your own brokerage within the firm. We will provide the blueprint necessary to achieve success and achieve it quickly. Must live within the United States and be authorized to work here. This is a 1099, not a W2 opportunity.
Key Responsibilities:
Educate clients on financial strategies, including investments, insurance, and retirement planning
Assist individuals and families in developing personalized financial plans
Conduct client consultations and provide recommendations based on their goals
Attend 3-5 weekly mentorship zoom meetings
Begin the coursework and become life licensed within 20 days (if not already licensed)
Work independently while leveraging training and mentorship from industry professionals
Who We Are Looking For:
Self-motivated individuals with an entrepreneurial mindset
Strong communication and relationship-building skills
Ability to work independently in a remote environment
A background in customer service, sales, or business development is a plus, but not required
Willingness to obtain financial licenses (training, guidance and course provided)
What We Provide:
A Competitive Performance-based Compensation Package with High Earning Potential
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
E & O Coverage Included
No Quotas
This opportunity is ideal for individuals seeking a career shift, additional income, or a leadership role in financial services. Apply now to schedule an interview and learn more about building a career in financial services!
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