Job Description
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Role Description
- We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies.
- Educational approach to finances
- Deliver expertise to people from all backgrounds
- Partner with top 100 Fortune 500 companies
- Provide complimentary financial plans
- Opportunity for hard-working individuals with good communication and customer service skills
- Willingness to start a training program as an entry-level financial professional
- Potential to develop into management and leadership positions
- Through our in-depth training program, you will learn how to:
- Engage in conversations about financial goals and dreams
- Create a game plan or roadmap to achieve financial goals
- Utilize financial solutions, products, and services (including but not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)
Flexible schedule available for those looking to start or transition into a new career full-time or develop a new skill for part-time income.
- Qualifications
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Soft background check required
- Able to complete licensing requirements within 14 days
Company Description
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