Financial Services Specialist (Remote)
Global Financial Impact
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Benefits offered by this job
Job summary
Qualifications
- Willingness to get licensed in 7-10 days.
- Ability to pass a background check.
- Legally authorized to work in the United States.
- Positive energy and ambition to achieve goals.
Responsibilities
- Teach the basics of financial literacy.
- Conduct Financial Needs Analysis for clients.
- Formulate tailored financial plans.
- Narrow down company options for clients.
- Conduct semi-annual and annual reviews.
Skills
Job description
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
- Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
- Conduct Financial Needs Analysis to uncover financial goals of the client
- Formulate tailored financial plans for them
- Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
- Conduct semi annual and annual reviews
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
- Leadership
- Self-Motivation
- Organization & Initiative
- High Ambition & Positive Energy
The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Benefit from our world‑class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Our successful plug‑and‑play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
- Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
- Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
- Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
- Willingness to get licensed in 7-10 days via a state‑approved course
- Ability to pass a background check
- Legally authorized to work in the United States
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