Financial Services-Remote Opportunity

Financial Services & Sales Representative | 100% Remote | Part-time or Full-time | 76,000+ Licensed Agents in North America

Corporate motto: ‘Leave no family behind’.

Why join us?

Is Customer Service excellence vitally important to you?

Are you looking for a career that allows you to make a difference in people’s lives while achieving your own personal and professional goals?

Are you interested in working from home and creating your own schedule?

Are you an ambitious, self-disciplined, highly motivated individual with an entrepreneurial spirit?

If so, then we have the perfect job for you.

No experience? No problem. We provide an incredible world-class training program that's flexible, includes hands-on training, mentoring, coaching, and can be planned around your current schedule.

The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and will want to learn and grow professionally. You must also be ambitious and self-disciplined in order for you to reach your full potential.

We are looking for U.S. citizens who are willing to get licensed and work to build something for themselves, without the limits of a 9-5 job.

Compensation is commission pay and candidate must be able to pass a background check.

What we offer

- Work from home/remote

- Flexible working hours

- Work part-time or full-time

- Growth opportunities

- No cold calling

High, performance-based commission pay

- Bonus opportunities

- Extensive, FREE, ongoing training, mentorship, coaching and collaboration

- Discounted licensing study and exam links for the unlicensed applicant

- Opportunities for paid world travel

About us

We specialize in helping families build wealth and cash flow through innovative financial strategies.

We are not just a financial services company. We are a community, united by the goal of achieving financial freedom and empowerment.

Our core values of integrity, education, and collaboration drive everything we do.

Please do not hesitate to apply if you think you are the right person for this career. We can’t wait to hear from you!

This opportunity is 100% performance based. There is no base salary. As such, our business model is the key to providing you freedom and independence.

Estimated business startup costs

- Background Check: $125

- State Licensing Course: $40

- State Licensing Exam: $30+ (varies by state)

- State License: $10+ (varies by state)

Main Duties & Responsibilities

Conduct online (Zoom) financial education and training sessions

Sell financial products and services and assist customers with service issues

Provide multiple financial solutions to existing and new clients

Structure financial solutions that satisfy clients needs

Make financial recommendation that help clients achieve their financial goals

Review financial products and services and match with customer needs

Meet the financial needs of clients by providing quality products and excellent customer service

Recommend appropriate products and services to clients based on specific financial needs

Sell appropriate products including life insurance, long-term care insurance, annuities, and other investments

Protect clients' assets and help them achieve their financial goals

Recommended Skills

Ambitious

Customer Service

Driven To Succeed

Entrepreneurial Spirit

Sales

Self Discipline

Job Types: Full-time, Part-time, Contract

Pay: $72,269.00 - $556,610.00 per year

Expected hours: 20 – 40 per week

Benefits:

Flexible schedule

Work from home

Supplemental Pay:

Bonus opportunities

Commission pay

Work Location: Remote