Financial Services Professional

Bedrock Capital Strategies; United States; Remote; USD 65,000 - 132,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their remote team as Financial Services Professionals. This role offers the chance to develop financial advisory skills while helping clients secure their financial futures. You will receive comprehensive training and mentorship to thrive in a supportive environment. The position is fully remote, allowing for flexibility, and offers a commission-based compensation structure with significant earning potential. Ideal candidates are passionate about financial security and eager to make a positive impact in people's lives.

Qualifications

• Bachelor's degree in any field is required.
• 3 years of professional work experience preferred.

Responsibilities

• Generate new clients using traditional and digital channels.
• Deliver personalized financial plans and advice.

Skills

Financial Advisory Skills

Client Communication

Self-Motivation

Entrepreneurial Mindset

Leadership Skills

Education

Bachelor's Degree

Tools

Financial Illustration Software

Job description

Are you ready for a new opportunity where you can develop new skills or transfer your experience to a fulfilling career and business?

WHAT TO EXPECT

You will be provided all of the tools and professional mentorship needed to grow as a Financial Services Professional. You will be part of a supportive team that is heavily invested in your success. We're continuing to build our national team of professionals that enjoy helping others achieve their financial goals and secure their futures.

We are passionate about the wide range of services that we bring to our clients: investments, annuities, life insurance, and much more. You have full freedom to design the very best solutions with no boundaries of companies and products you want to offer. We work as fiduciaries in an open architecture structure of financial services and products including the best providers in the industry. We are backed by a Fortune Global 500 company with $400 billion assets under management.

You will gain financial advisory skills through a proven onboarding process and will quickly apply your skills to build business, generate clients, and deliver consultative financial advice. This is an opportunity to learn or expand your existing industry experience to earn an income and build a career with long-term growth potential.

1. New client generation utilizing traditional and digital channels
2. Meet with new clients to determine goals
3. Utilize financial illustration software and analyze solutions
4. Deliver a personalized financial plan
5. Communicate with clients
6. Business expansion in all States

WHAT YOU BRING

Our most successful team members are self-motivated, dedicated to success, and appreciate a full but flexible schedule. Your Team Leaders are based in Northern and Southern California. But, you will work 100% remotely from anywhere in the country.

We offer what Americans desperately need and want: education and excellent financial products to secure their families and their futures. Ideal candidates are those who want to help others, educate them, and provide them with the financial services tools to live their best lives.

1. Bachelor's Degree (any concentrations or degrees are OK)
2. Three (3) years of professional work experience
3. Legally able to work in the United States, US Citizen, or work permit with SSN
4. Must pass background check & obtain professional licenses and Continuing Education (CE) certificates
5. Passion for financial security and care about helping people
6. Self-driven and entrepreneurial
7. Commitment to learning, professional and personal growth
8. Team player, leadership skills, and coachable

MORE INFORMATION

1. Licenses Required: Life, Health Insurance License at a minimum. Don't have it already? We will fast-track you to obtain your license as fast as 21 days. Securities certifications like the Series 65 are also highly desirable and we can help you obtain them.
2. This role is offered 100% remote in the US or Canada. Hybrid is optional.
3. Compensation: Strictly commission, bonus pay, and residual income. Business-minded individuals earn income of $65,000-$132,000 or significantly more for those with the right mindset.

We support a diverse workforce, equal opportunity for all, and do not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.