Are you looking for an opportunity to experience career growth or transfer your skills to a new environment?

You will receive training and mentorship to excel as a financial professional. We empower diverse teams to create and lead thriving businesses that help families and businesses secure their financial strategy by offering a broad mix of investment, protection and retirement solutions.

As an agency, we advocate for financial literacy, comprehensive planning for all who want access to a broad range of top-tier financial products and services. We focus on helping people take control of their financial well-being, while staying adaptable and confident through life’s changes.

Our financial services agency is backed by an A-rated global financial services company that currently has 745 million assets under management. Our mission is to help clients live their best lives, and we’re a diverse team of professionals committed to that goal.

You’ll gain valuable skills through a proven onboarding process, learn to build business, prospect clients, and deliver tailored financial plans.

We’re seeking dedicated individuals who are motivated to make a meaningful impact. If you’re committed to success and helping others reach their goals, we’d love to meet you and see if there is a mutual fit.

Financial Planning Activities

· New client generation utilizing traditional and digital channels

· Meet with new clients to determine financial goals

· Utilize financial illustration software and deliver analyzed client-tailored solutions.

· Equip clients with basic financial fundamentals for budgeting, savings, taxes, retirement and wealth

· Comprehensive financial fiduciary client relationships

· Business development and business expansion

· Leadership, team building, entrepreneurship

, Continuous learning

Candidate Characteristics

· Passion for financial independence

· Transfers career/educational skills effectively

· Goal is to help people

· Leadership & Entrepreneurial development

· Virtual and digital working skills

· Strong communication and speaking skills

· Self-driven, daily discipline, positive

· Twin career possible

· People skills, team player

· 3 + year work experience or college degree + 2 years’ work experience

· Candidates with the following characteristics are encouraged to apply: entrepreneurs, social and digital marketing, AI, return from career-break, health and fitness, real estate, military, life insurance, financial, business owners, recruiters, coaches, economics, accounting, CPA, sales, law, nurses, teachers, non-profit.

· Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days.

· Legally able to work in the United States

· Must pass background check and obtain required licenses and CE certificates

· This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Nevada, Texas, Tennessee, Colorado, Georgia, Michigan, New York, New Jersey, Florida, Oregon.

· Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $132,000.

We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age,

Stefani Goldman jobs

Financial Services Associate