Financial Advisory Consultant

Financial Advisory Consultant

05 May 2024
Texas, Abilene, 79601 Abilene USA

Financial Advisory Consultant

Financial Advisory Consultant

The position is fully 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 the company. We seek highly motivated, competent, capable, and committed business partners to become licensed professionals and head into the field to provide the

services that meet the needs of clients.

We offer 3 types of work effort:

1. Full Time

2. Part Time

3. Referral Partner depending on your current employment schedule.

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

Most of our new agents start as Referral or Part time prior to transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+-rated financial companies across the nation. The best part about this opportunity, it's 100% remote.

Experience:

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

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

- Leadership/Managerial

- Public Speaking

- Customer Service

- Sales

- Banking

- Accounting/Software

- Entrepreneur

Opportunity 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

1099 position with a performance-based business model

Work Schedule:

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

2. Leads - We have Warm & Cold Market, we don't have you buy leads

3. It's all Remote, Zoom is our platform.

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

5. Daily training to help shape your business.

Mandatory Qualifications:

- If you don't have a Life & Health Insurance License, You must be willing and able to study and pass for whichever state you're residing in. We will help you throughout this process so you can be completely certified if you're not.

Non-negotiable:

-Must pass a background check (No Felonies)

- Must have or be able to obtain a U.S Social Security Number

-Must currently reside in the United States or Puerto Rico.

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

Here are other benefits of the role:

Unlimited Earning Potential, Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc.

Uncapped 100%, production base; very lucrative 1 client can be a $2,000 or $10,000 paycheck

Get paid 8 to 9 times a month

Flexible Schedule Part-time or Full-time Remote

Passive/Residual Income

Free Training Provided

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