Financial Consultant

Infinite Capital; Greensboro (NC); Remote; USD 52,000 - 100,000; Full time

Job summary

A leading financial firm is seeking a Remote Financial Consultant. The role encompasses helping clients with financial decisions, reviewing products, teaching savings strategies, and providing tailored financial solutions. Ideal candidates will have a detail-oriented approach and strong teamwork skills. The position is commission-based but offers significant earning potential.

Benefits

Full, In-Depth Training Program

Work From Home (completely remote)

Qualifications

• Able to work effectively in a team environment.
• Detail-oriented and capable of following up on tasks.
• Capable of multi-tasking, prioritizing, and managing time efficiently.

Responsibilities

• Help people make and save more money with simple financial concepts.
• Review financial products and services and match with client needs.
• Teach clients how to save and manage their retirement and education funds.

Skills

Detail-oriented

Teamwork

Time management

Multi-tasking

Prioritizing

Job description

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Hiring for a REMOTE FINANCIAL CONSULTANT ROLE.

We take an educational approach to teaching people about basic financial concepts so they feel more comfortable making better decisions about their finances. We represent a full service financial firm that deals with investments, wealth management, financial planning & more.

OUR COMPANY OFFERS

* Full, In-Depth Training Program

* Part-Time and Full-Time Positions Available

* Work From Home (completely remote)

RESPONSIBILITIES

* Help people make and save more money with simple financial concepts.

* Review financial products and services and match with client needs.

* Teach clients how to save and manage their retirement and education funds.

* Determine financial needs in selecting appropriate products and services for existing and new clients

* Help clients understand how to save on taxes & get into better financial shape

* Protecting clients' assets and helping achieve financial goals

QUALIFICATIONS

* Able to work effectively in a team environment

* Detail-oriented and the ability to follow up on tasks

* Capable of multi-tasking, prioritizing, and managing time efficiently

If you have these qualifications then you have a solid foundation to start in our company.

Income Model:100% COMMISSION INCOME

• Commission income with no ceiling- ranging $2,500- $20,000 per client or more
• Residual income per annual client contract anniversary
• Passive income base for agency development
• Equity asset and full business ownership

https://calendly.com/courtney-nsmith998/

Do not apply if you are looking for a punch-in punch-out type of job.

This can be an uncapped part-time opportunity for those looking for an additional source

of income.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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