Remote Financial Services Professional

The Broker Group; Berkeley (CA); Remote; USD 100,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking Financial Services Professionals offering both full-time and part-time positions. No prior experience is required due to comprehensive training, and the role offers unlimited growth potential. Ideal for individuals looking to enhance their income while being part of a supportive team.

Benefits

Performance-driven compensation with no ceiling

Residual and passive income opportunities

Flexible work schedule

Training and support from experienced professionals

Qualifications

• Willingness to study for Life & Health License if not already certified.
• Must pass background check with no felonies.
• Ability to engage in training and client acquisition strategies.

Responsibilities

• Develop Financial Need Analysis for clients.
• Place clients in advantageous financial positions.
• Assist in estate planning and debt management services.

Skills

Public Speaking

Customer Service

Business Skills

Education

Life & Health License

Job description

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Certified Cybersecurity and Licensed Financial Services Professional | Financial Services | Critical Infrastructure | Sec+ | Mitre ATT&CK | API |…

We offer 2 types of work-effort:

1. Full Time

2. Part Time

*You do not have to quit your current job if you start with any of these options*

Most of our newly licensed professionals start off as Part-time prior to moving on to full time. We get to work with A-Rated financial companies across the nation. The best part about this opportunity is it’s unlimited growth potential, both professionally as well as financially.

Experience

This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company! Being local to the SF Bay Area is a plus because we can work together and build both in-person and online, however it is possible to work fully remote and participate in quarterly gatherings.

Work Types

No financial experience is required before starting as you will learn everything hands on throughout our training program. However, if you have any of these skill sets or experience it will help you move quickly in the company.

- Public Speaking

- Customer Service

- Accounting/Software

- Business Skills

Description

- Develop Financial Need Analysis (FNA) for Clients

- Place families, individuals, and business owners in a financial position of advantage for some of these following:

1. Protect Assets/Funds

2. Build and Leave a Legacy

3. Index Strategies

4. Debt Management Services

5. Estate Planning with our legal team

6. Different Types of Life Insurance

7. Different Types of Annuities

8. Final Expense

Work Schedule

1. Part Time - 6-10 hours a Week, varies by the individual.

2. Leads - We teach warm & cold market client acquisition strategies (We don’t have you buy leads)

3. It’s remote & Zoom is our platform.

4. You are partnered with a “Field Trainer” who is an experienced professional and will help you throughout the beginning of training until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.

5. 3 trainings per week offered as well as 1 on 1 trainings

Multiple Methods of Compensation

In Financial Services, unlike traditional 9-5 jobs:

Performance driven compensation with no ceiling (helping one client may be $3,000 in compensation and helping another may be $20,000 or more)

Residual income (paid from work done last year, every year)

Passive income (income from the agency)

Bonus income, paid travel, and more

Mandatory Qualifications:

- If you do not have a Life & Health License, you must be willing and able to study and pass for whichever state you’re residing in. (Most newly licensed professionals could complete the studying in 5-14 days)

We will help you throughout this process so you can be completely certified if you’re not yet.

*Since we are a full fledged firm, you would be able to add additional licenses such as securities as well if you would like.

Non-Negotiables:

- Must pass a background check (No Felonies or misdemeanors)

- Must have a U.S Social Security Number

- Must currently reside in the United States, Puerto Rico or Canada during the initial process. (Hiring-License)

- Must be 18 years old (This is a Federal Requirement)

If you'd like to learn more, please go ahead and schedule a time for us to connect for a 10-15 minute informational phone interview. Thanks for considering our company for your next career move.

https://calendly.com/seanmmcmahon

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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