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Benefits offered by this job
Flexible schedule
Mentorship from experienced leaders
Structured onboarding support
Job summary
A financial services firm is offering a performance-driven opportunity for individuals who want to build a flexible career. The role involves meeting clients to address their financial goals, educating them on strategies for wealth building and retirement, and developing leadership skills. New partners can start part-time, with opportunities for growth and mentorship provided. Ideal candidates are strong communicators with an entrepreneurial mindset, seeking flexibility and long-term development.
Qualifications
Strong interpersonal and communication skills are essential.
Coachable, self-motivated, and organized individuals are preferred.
Interest in financial literacy and helping families is key.
Responsibilities
Meet with clients virtually to understand their financial goals.
Educate families on protection strategies and retirement planning.
Build long-term relationships through follow-through.
Skills
Strong interpersonal and communication skills
Self-motivated
Organizational skills
Interest in financial literacy
Education
Life & Health Insurance License (can be obtained during onboarding)
Job description
A financial services firm is offering a performance-driven opportunity for individuals who want to build a flexible career. The role involves meeting clients to address their financial goals, educating them on strategies for wealth building and retirement, and developing leadership skills. New partners can start part-time, with opportunities for growth and mentorship provided. Ideal candidates are strong communicators with an entrepreneurial mindset, seeking flexibility and long-term development.