Financial Consultant

Legacy Financial Consulting; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking firm dedicated to empowering clients in their financial journeys. As a financial consultant, you'll guide individuals and businesses through their financial landscapes, helping them achieve their goals. This role offers the opportunity to work remotely, allowing you to balance your professional and personal life while making a significant impact on your clients' futures. With a focus on training and support, you'll have the tools needed to thrive in a competitive industry. If you're passionate about finance and helping others, this is the perfect opportunity to elevate your career.

Benefits

Bonuses & incentives

Fully commission-based compensation

High payouts

Control over your accounts and renewals

Qualifications

• Experience in financial planning and sales is crucial for success.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Learn financial concepts to provide the best client services.
• Assess and customize financial plans based on client needs.
• Build relationships to retain existing clients and find new ones.

Skills

Financial planning experience

Sales experience

Customer service skills

Proficiency in MS Office

CRM systems knowledge

Attention to detail

Strong math skills

Outstanding communication skills

Leadership skills

Valid professional license (e.g. Life, Accident, & Health)

Tools

CRM systems

MS Office

Social media platforms

Job description

Be among the first 25 applicants

Direct message the job poster from Legacy Financial Consulting

Our mission is to help individuals in different communities and different states! We believe joining a strong, supportive firm can ensure you stay competitive and successful long term into the future.

With Legacy Financial, you'll be working with individuals, families, and businesses to help these clients understand their financial circumstances. Your role will be to help them reach their short-term and long-term financial objectives. Whether you are new to the industry or looking to enhance your professional services, we will provide you with the training and platform you need to elevate your business to the next level.

Our financial consultants should be effective communicators, ambitious, and have a strong passion for helping people. You will be our clients' trusted guide in areas including debt management, retirement, cash flow, insurance, investments, etc. Whether you are looking for a career change, looking to supplement your income, or stepping back into the workforce, we'd like to meet you!

Responsibilities:

1. Learn different financial concepts in order to provide the best services to our clients
2. Maintain updated knowledge of regulations, practices, financial news, and financial products
3. Assess clients’ financial portfolios (e.g. income, expenses, assets, and liabilities)
4. Examine and suggest financial opportunities (e.g. insurance plans, investments)
5. Customize financial plans according to clients’ changing needs
6. Present and sell suitable financial products and services
7. Find and approach prospective clients
8. Build strong relationships to retain existing clients
9. Have strong leadership skills to train future associates

Skills:

1. Proven experience as a financial planner, supervisor, or similar roles; experience in sales or customer service is an asset
2. Proficiency in MS Office, CRM systems, and social media platforms
3. Attention to detail and strong math skills
4. Strong ethics, with a customer-oriented attitude
5. Outstanding communication skills, with the ability to foster long-term relationships
6. Prefer valid professional license (e.g. Life, Accident, & Health, Series 6, 63, 65)

Competitive Compensation:

1. Fully commission
2. Bonuses & incentives
3. Industry high payouts
4. You own your book - maintain control over your accounts, policy records, and renewals.

Requirements:

1. No felonies or misdemeanors
2. Work authorization in the United States (valid social security number)

Job Types:

Full-time, Part-time, and Referral basis

Work Location:

Fully Remote

Company's Website:

legacyfinancialconsulting.com

Other Details:

Virtual meetings

Seniority level:

Entry level

Employment type:

Other

Job function:

Finance and Sales