Remote Financial Representative

Job Description

About the job

Are you tired of commuting to the office and want the flexibility to work from home on your own schedule?
Do you wish your work was able to make a big impact in people’s lives?
Love the idea of helping people understand financial literacy and hitting their financial goals?
Feel limited in your ability to advance and dictate how much income you can currently make?
Have ambitions of working for yourself with the opportunity to build a business you can fully own?

We are currently looking to develop a few financial coaches to help clients as we expand remotely across the U.S.

We help families put together complete financial plans, including term life insurance, getting out of debt, and retirement / investment plants to put them on track to achieving financial independence. We believe in developing strategies for clients, not just selling them financial products.

This is an entrepreneurial role. You have the ability to start part time on a flexible schedule and grow into a career path, building your financial business.

You will be 1099 independent contractor and pay is commissions – based on performance, residual income from your client base and management compensation if you grow into our broker leadership development program, which involves hiring, training and developing a team of coaches that you will oversee. As an entrepreneurial role, there is no base / hourly / salary.

You do not currently need a financial background, but we prefer someone with the characteristics listed below.

ROLE / RESPONSIBILITIES

As a financial coach, you will learn how to:
Set appointments
Do presentations for prospective clients via videoconference
Diagnose a client’s financial needs
Develop recommended financial plans utilizing our tools and software
Build and maintain lifelong client relationships

REQUIREMENTS

Able to commit to 10-15+ hours/week on a flexible schedule
U.S. Citizen or Permanent Resident with a SSN (we cannot sponsor for visa)
Able to pass full federal background check
Commitment to studying for and passing life insurance and investment licenses (SIE, Series 6 & 63, with option to get Series 26 & 65)
Computer/Laptop preferred, but able to use tablet or smartphone to work remotely
High-speed internet to do Zoom videoconferences and training

PREFERRED CHARACTERISTICS

We hire for culture and attitude and train for skill set…

Disciplined, self-starter, excels at working independently and as part of a team
Has an interest in personal finance (even if little to no experience)
Loves working with people and building relationships
Competitive, always striving to be the best
Background involving sports, sales, leadership, etc. is a plus
Coachable and willing to learn (receives constructive criticism well)