Financial Services Consultant

Montevita Financial Group; Town of Texas (WI); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their dynamic team in the financial services sector. This role offers the flexibility of remote work while allowing you to become a trusted financial advisor. With unlimited income growth potential and the opportunity to manage your own business, you will provide tailored consultations to clients, helping them navigate their financial journeys. If you are passionate, coachable, and eager to invest in your success, this role could be the perfect fit for you.

Benefits

Flexible schedule

Ownership of your book of business

Company Equity Ownership opportunities

Unlimited income growth potential

Qualifications

• Dedicated and passionate with a positive outlook.
• Ability to maintain a clean and professional appearance.

Responsibilities

• Provide tailored financial consultations and solutions.
• Stay informed about industry trends and regulations.

Skills

Genuine People Skills

Strong communication skills

Time Management

Coach-able, Teachable, Trainable

Education

Life and Health Producer's License

Tools

Zoom

Job description

Pay Range and Compensation

This range is provided by Montevita Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay Range

Additional Compensation Types

Annual Bonus, Commission, and Stock Options

Qualifications

• You are dedicated and passionate
• You are a visionary and a mover
• You possess a positive outlook and are relatable
• You maintain a clean and professional appearance
• Valid United States ID
• Genuine People Skills
• Coach-able, Teachable, Trainable, and Available
• Obtaining a Life and Health Producer's License during training (if not already acquired)
• Adequate Time Management
• Strong communication skills to interact with potential clients and your agency partners
• Willing to invest in yourself to achieve your desired life
• Obtain a Zoom Account
• Your efforts and achievements can lead to advancement, allowing you to grow at your own pace and build a team
• Job Type: Full-time, Part-time, Remote — Commission Based
• Pay: From $2,000-$5,000 per month (part-time), $5,000-$10,000 per month (full-time)
• Work Location: Remote
• The Financial Services Industry offers unlimited income growth potential
• Flexible schedule
• Opportunity to be your own boss and manage your own business
• Ownership of your book of business from Day One, as outlined in the onboarding contract
• Company Equity Ownership and Legacy program opportunities, detailed in the onboarding contract

Responsibilities

• Understand your clients' financial narratives, providing tailored consultations and solutions
• Become a trusted financial advisor, staying ahead of trends and regulations to protect your clients' futures
• Stay informed about the latest industry trends and regulations
• Assist clients in finding suitable insurance and investment products
• Attend Weekly Agency Zoom Trainings
• Collaborate with a team of other agents

Seniority Level

• Entry level

Employment Type

• Part-time

Job Function

• Finance and Sales