Financial Professional

Tomlin Financial; United States; Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Uncapped performance-based income

Ongoing training and mentorship

Positive team culture

Flexible working hours

Job summary

A financial services agency is seeking motivated individuals for the role of Financial Professional. This remote position allows you to set your own schedule while providing full training and mentorship. The ideal candidate values freedom, possesses an entrepreneurial mindset, and has a keen interest in personal finance. Responsibilities include educating clients on financial strategies and managing client relationships. This opportunity offers flexible working hours and uncapped performance-based income.

Qualifications

• Must be at least 18 years of age.
• Legal U.S. resident, citizen, or work permit holder with an SSN.
• Accountable with high integrity.
• Able to pass a background screening.
• Accountable with a high level of integrity.

Responsibilities

• Educate clients on financial strategies.
• Collaborate with a supportive team.
• Build and maintain strong client relationships.
• Build and maintain strong client relationships.
• Learn how to build an agency utilizing our platform.

Skills

Self-starter

Ambitious

Open to learning

Sales experience

Job description

Job Title: Financial Professional (REMOTE)

Location: Remote (Work from Home)

About Us

We are on a mission to empower individuals, families, and businesses with modern-day financial education. We operate as a non-captive broker dealer, partnering with industry leaders to provide essential financial services. We're expanding, and our agency building model offers opportunities to create a passive income stream.

Position Overview

As a Financial Professional, you'll work remotely, setting your own schedule. No experience is required as we provide full training and mentorship. If you're motivated, ambitious, and value freedom and flexibility in your work, this is your opportunity to excel in the high-income financial services industry.

Key Responsibilities

• Educate clients on financial strategies and assist in planning for their financial goals.
• Collaborate with a supportive team and work independently to achieve results.
• Continuously learn and apply business and financial principles to enhance your Financial IQ.
• Build and maintain strong client relationships.
• Learn how to build an agency utilizing our platform.

Qualities We Seek

• Values freedom and flexibility.
• Self-starter with strong follow-through.
• Ambitious, entrepreneurial-minded, and motivated.
• Open to learning and personal development.
• Personal interest in personal finance.
• Sales, teaching, sports, club, or team background is a plus.

What We Offer

• Uncapped performance based income.
• Residual income, passive income, bonuses, and more.
• Ongoing training and mentorship.
• Positive and supportive team culture.
• Flexible work hours, allowing you to work part-time or full-time.
• Production-based only compensation position.

Qualifications

• Minimum 18 years of age.
• Legal U.S. resident, citizen, or work permit holder with an SSN.
• Able to pass a background screening.
• Willing to complete licensing requirements within 60 days.
• Accountable with a high level of integrity, critical in this regulated and customer-focused industry.