Entry Level Financial Professional

TMM Financials; Mentor (OH); Remote; USD 27,900 - 223,200; Full time

Benefits offered by this job

Flexible hours

Commission income with no ceiling

Bonuses and paid world travel

Job summary

A financial services firm is looking for an Entry Level Financial Professional to work remotely. The role offers flexible hours and involves meeting clients to help them achieve their financial goals. Ideal candidates value independence and have an interest in personal finance. Compensation is commission-based, including bonuses and residual income. This role requires high integrity and the ability to utilize financial software effectively.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen or Work Permit with SSN.
• Able to pass a Background Screening.
• Accountable with high level of integrity.

Responsibilities

• Meet with clients to determine and reach financial goals.
• Educate clients on financial products in retirement planning, college planning, investments, and insurances.

Skills

Values Freedom and Flexibility

Ability to Work Independently

Interest in Personal Finance

Tools

Financial and Insurance Software

Job description

About the job Entry Level Financial Professional

️ REMOTE Opportunity - Work fromHome or Anywhere with WiFi

️ FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out

We are recruiting for a Financial Agent, someone who will be able to meet with clients to help determine and reach their financial goals. We strive to take an educative approach while helping our clients plan for and reach their short, mid, and long-term financial goals. This position will be responsible for offering clients products in retirement planning, college planning, investments, and insurances. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures by equipping them with modern-day financial education.

The Ideal Candidate

• Values Freedom and Flexibility
• Excels at Working Independently and in a Team Environment
• Has a personal interest in Personal Finance (even with little to no experience)

Multiple Methods of Compensation in Financial Services

• Commission income with no ceiling (one client may be $2,500 in compensation and another may be $20,000)
• Residual income (paid from work done last year, every year)
• Bonuses, paid world travel, and more

Base Qualifications

• Minimum 18 years of age
• Legal U.S. Resident, Citizen or Work Permit with SSN
• Able to pass a Background Screening
• Able to work with Financial and Insurance Software
• Accountable with high level of integrity (critical in this regulated and customer based industry)

Environment

Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long term financial goals. This position will be educated on the applicable financial concepts, leadership skills, business skills, and marketing tools. Commission-Only Position (1099).