Financial Consultant (Remote)
Mick's Financial Services LLC - Independent WFG Agency
Date: 4 days ago
City: Remote, Remote
Salary:
$2,000
-
$5,000
per month
Contract type: Part time
Remote
This is a position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)
Our Company Offers:
Flexible schedule
Part-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential as a 1099 Contractor
Work From Home
Key Responsibilities:
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
Qualifications:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 30 days
entrepreneurial spirit.
Preferred Qualities:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented
You can work independently and work well as a team player
Potential Compensation (Non Base-is a 1099 role): Part-time averages $2,000-$5,000 a month. Full-time average $5,000+ a month. Uncapped earning potential with No territory limits.
Do not apply if you live outside the U.S.
Do not apply if you are looking for a work visa.
There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)
Our Company Offers:
Flexible schedule
Part-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential as a 1099 Contractor
Work From Home
Key Responsibilities:
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
Qualifications:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 30 days
entrepreneurial spirit.
Preferred Qualities:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented
You can work independently and work well as a team player
Potential Compensation (Non Base-is a 1099 role): Part-time averages $2,000-$5,000 a month. Full-time average $5,000+ a month. Uncapped earning potential with No territory limits.
Do not apply if you live outside the U.S.
Do not apply if you are looking for a work visa.
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