Financial Professional

The Broker Group; Saint Petersburg (FL); Remote; USD 85,000 - 100,000; Full time

Job summary

A leading company in the financial services industry is looking for independent financial professionals in Saint Petersburg, Florida. This role focuses on building relationships, understanding client goals, and offering tailored financial strategies. Suitable for entry-level candidates, the position offers flexible working conditions, extensive training, and lucrative commission potential. Successful candidates will be motivated individuals eager to learn and grow in their financial careers.

Benefits

Health insurance

Paid time off

Work from home flexibility

Potential for high commission earnings

Qualifications

• Minimum 18 years of age and legal U.S. resident.
• Ability to complete licensing requirements within 30 days.
• High level of integrity and accountability required.

Responsibilities

• Study, learn, and execute with on-the-job training.
• Initiate financial needs analysis while providing exceptional customer service.
• Consult, educate, and connect clients with relevant financial strategies.

Skills

Accountability

Integrity

Client Relationship Building

Salesmanship

Financial Acumen

Education

Life & Health Insurance License

Job description

2 weeks ago Be among the first 25 applicants

Acquirebaseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners.

Developknowledge about diversified, balanced, resilient and risk-free financial strategies and business concepts.

Understandfixed, flexible and variable investment, protection and preservation methods that help clients achieve their specific outcomes.

Connectwith people to identify goals, educate, advise, plan and design solutions for individuals, families and businesses.

Illustrateand present plans for retirement, investment, college/savings, and lifetime income generation.

Buildmeaningful and lasting relationships and experiences with clients, business associates and partners.

Expandbusiness, management and leadership skills working with clients, team members, and new associates.

Leverageproven workflow and technology systems that produce highly efficient and effective results for clients and business.

ARE YOU:

ethical, intentional, accountable, confident and a driven individual who desires to learn, grow, self-improve and move their goals forward?

a people-person who genuinely cares about delivering high-quality and high-touch experiences that build positive connections and long lasting relationships?

teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ?

interested in learning financial synergy principles, law of acceleration and other strategies related to compounding, investments, time and business that produce exponential outcomes?

open to investing in your career, complete baseline combination license within 30 days and continuing education to meet regulatory requirements working in the financial services industry?

COMPENSATION:

commission incomewith no ceiling or cap (one client may result in$2,500 and next may be $30,000)

residual income(annual client contract anniversary)

equity asset(appreciating business ownership that can be sold or passed to family)

bonuses(monthly, quarterly, team, stock options, travel)

KEY BENEFITS:

►Option to work remotely by computer and phone (in the office, at home or anywhere)

►Choose area of interest and work flexible hours

►High income trajectory and career growth

►Professional industry (training and license) with clear advancement path to management and business ownership

►No prior formal industry experience required

►Learn financial strategies to improve personal knowledge and help others

BASE QUALIFICATIONS:

►Minimum 18 years of age

►Legal U.S. Resident, Citizen or Work Permit with SSN

►Able to complete licensing requirements within 30 days

►Accountable with high level of integrity (critical in this regulated and customer based industry)

KEY RESPONSIBILITIES:

►Study, learn and execute with on-the-job training

►Shadow client meetings, plan designs and presentations

►Initiate financial needs analysis while providing exceptional and professional customer service

►Participate in marketing and expansion strategies and efforts

►Consult, educate and connect clients with relevant financial strategies and services

PREFERRED QUALITIES:

►Accountable and Ethical (do what you say you will do)

►Ability to work independently with strong support team and training

►Consistent and excellent at follow-through and task completion

►Self-Starter and goal oriented

►Teachable and open to becoming Professionally trained

EMPLOYMENT TYPE:

►Full or Part-Time

COMPENSATION:

ENVIRONMENT:

►Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families and businesses with short, mid and long term financial goals: retirement planning, college and life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business minded individual is motivated to invest their time to learn, serve others and establish relationships. Partner commission based position (1099; not a W2). NO prior certification, experience or education necessary. Work from home or remote; an online career during and after Covid-19. We have a strong and resilient history working with students, graduates, military, professionals and diverse ethnicities to develop high-touch financial professionals and leaders in a profession and lucrative industry.

Job Types: Full-time, Part-time

Pay: $85,000.00 - $100,000.00 per year

• Health insurance
• Paid time off
• Work from home

Supplemental Pay:

• Commission pay

License/Certification:

• Life & Health Insurance License (Preferred)

Work Location: Remote

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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