Are you ready for a new opportunity where you can develop new skills or transfer your experience to a fulfilling career and business? We are looking for talented, motivated and passionate individuals across the country who enjoy helping others achieve their financial goals.
The ideal candidate is self-motivated and dedicated to success and appreciates a full but flexible schedule. You will be trained and work remotely from your home office or you can join us at our office in Beverly Hills, California.
You will be provided the tools, training and mentorship needed to learn and grow as a financial services professional.
You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver professional consultative financial advice.
You will have the opportunity to earn an income, build a career and build a business with long term growth potential.
We work as fiduciaries in an open architecture structure of financial services and products including highly rated national providers. We are backed by a Fortune Global 500 company with over $400 billion in assets under management.
Financial Planning & Activities
· Generate new clients utilizing traditional and digital channels
· Meet with new clients to determine needs and goals
· Use financial illustration software and analyze solutions.
· Design and deliver a personalized financial plan
· Communicate with clients
· Develop leadership skills through virtual team meetings, trainings, and
continuing education.
· Business expansion to all states
· Broaden financial knowledge and skills
Candidate Characteristics
· Passion for financial security
· Ability to connect with people
· Leadership experience
· Great communication skills
· College degree or 2+ year work experience
· Twin career possibility
· Self-driven and entrepreneurial
· Team player, leadership and coachable
· Candidates with prior experience that have demonstrated success in the role
include nurses, medical, social media, life style influencer, leadership, coach,
competitive athletes, real estate, entrepreneur, life insurance, financial, recruiting,
accounting, economics, sales, technical, remote work, travel and life style.
· Licenses/ Required: Life, Health Insurance License or obtain within 30 days
(already licensed preferred)
· Legally able to work in the United States, citizen, work permit with SSN
· Must pass background check, obtain, and maintain all required licenses and
continuing education (CE) certificates.
· This role is offered as a remote position nationwide. Hybrid optional within Beverly
Hills or Los Angeles, CA.
· Actively seeking candidates in Los Angeles, and all US states including California,
Arizona, Nevada, Michigan, Florida, New York, Texas, New Jersey, Connecticut,
Hawaii, Alaska, and Nebraska
· Compensation: Commission pay, bonus pay and residual income.
The right business minded individuals may earn income of $65,00 -$130,000
We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
