Job Description

1099 Independent Contract ( Commission Base )

Would you like to be in control of your own earnings, schedule and hours? Would you like to work from home, avoiding commuting, and being able to spend more time with the ones you love and doing the things you love?

I am looking for people that would be interested in helping families make more money, save more money, minimize taxes, save for their children's college, help people save for their retirement, and protect inheritances. My agency is expanding and looking for new agents.

I am seeking people that are honest, trustworthy, dependable, motivated and dedicated. No finance or insurance skills or experience is necessary. We have a great online training program and I will be happy to ensure you are taught everything you need to know to be successful.

To give you a little more context of what we do, we are a full service financial agency working in both securities and insurance to help our clients grow wealth and get out of debt.

This is a fully remote position, we do nearly everything online via Zoom, and we are looking for someone who has between 10-20 hours a week available initially to train and start helping families.

This is a commission-based position with unlimited earning potential, the more families you help, the more you earn. How much time you dedicate and your schedule is up to you. Our average Training Associates make $4,000 per month.

There is little, if any, financial education taught in schools. Our company is looking to change that. How can people become financially independent if they dont know how to? People dont plan to fail; they fail because they dont know how to plan. Our motto is No Family Left Behind. We dont charge our clients for our services and we dont have minimums in order to help a client.

You may have never before considered starting your own business or becoming a financial professional, but I hope youll at least consider it.

Responsibilities

Meeting and contacting new potential clients to discuss financial concerns and needs

Conducting information-gathering meetings with clients

Analyzing client needs and presenting potential solutions

Providing ongoing service to clients

Developing and implementing personal business and marketing plans

On-going development of professional skills and knowledge

Participate in marketing and expansion strategies and efforts

Provide exceptional customer service

Learn financial strategies to improve your own knowledge and help others

Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.

Qualifications

Legal U.S. Resident, Citizen, or Work Permit with SSN

Must be able to pass a background check

Accountable with a high level of integrity (critical in this regulated and customer-based industry)

Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ

A working professional (either part-time, full-time) in a role which pays steady income.

Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision

Organized, detail-oriented, and excellent time-management skills

Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills

Ability to work in a team-based environment

Previous athlete and/or coaching professional training

Have a natural desire to learn and educate others about money

Willingness to get a license in the financial industry.

Skills

Computer software-Zoom, Office software (spreadsheets, documents, etc), Google Calendar, Google Drive.

Business-to-Business (B2B)

Interpersonal Skills

Learning

Customer Service

Team Leadership

Sales Management

Direct Sales

Sales & Marketing

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