Remote Entry-Level Financial Professional

About the job Entry-Level Financial Professional

Our purpose is to empower people to achieve financial well‑being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We believe in a holistic approach to financial empowerment, which is why we have a three‑part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset.

You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor‑make their ideal futures.

We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Please keep in mind, no prior financial skills or experience is required–we are strongly committed to finding good‑hearted leaders who are willing to be trained and coached to execute this position successfully.

Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.

Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as submitting policies and account maintenance.

Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements.

Ambition & drive to make a positive impact in the community.

Customer service and/or management experience.

Computer with a camera.

Study materials and preparation support to pass your exam within 1 week.

Remote & hybrid work options.

In‑house online tools and training.

Weekly training and coaching by top industry leaders.