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Role Description
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies.
• Educational approach to finances
• Deliver expertise to people from all backgrounds
• Partner with top 100 Fortune 500 companies
• Provide complimentary financial plans
• Opportunity for hard-working individuals with good communication and customer service skills
• Willingness to start a training program as an entry-level financial professional
• Potential to develop into management and leadership positions
Through our in-depth training program, you will learn how to:
• Engage in conversations about financial goals and dreams
• Create a game plan or roadmap to achieve financial goals
• Utilize financial solutions, products, and services (including but not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)
Flexible schedule available for those looking to start or transition into a new career full-time or develop a new skill for part-time income.
Qualifications
• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 days
Company Description