Financial Services Specialist (Remote)

About the job Financial Services Specialist (Remote)
About Us

We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.

Our

World-Class Training and Development Program

will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If youre new to the industry, youll find our part-time options ideal for transitioning at your own pace to a full-time role.

Role Description

Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work

Conduct Financial Needs Analysis to uncover financial goals of the client

Formulate tailored financial plans for them

Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf

Conduct semi annual and annual reviews

Experience
All experience levels are welcome , youll be partnered with an experienced and successful broker who will guide you through every step, ensuring youre fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.

Helpful traits and skills include:

Leadership

Self-Motivation

Organization & Initiative

High Ambition & Positive Energy

Flexible Schedule & Remote
The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. Youll have the flexibility to design your workday around your life and/or current employment.

Personal & Professional Growth
Benefit from our world‑class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.

Cutting-Edge Technology
Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.

Rewarding Career
Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.

Supportive Team Environment
Our successful plug‑and‑play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.

Compensation

Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000

Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals

Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)

Non-Negotiable Qualifications

Willingness to get licensed in 7-10 days via a state‑approved course

Ability to pass a background check

Legally authorized to work in the United States

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