Job Description

Job Description

Job Description

About Us:
We are a local financial services company dedicated to educating clients on financial and wealth-building strategies. Licensed in all 50 U.S. states, Canada, Mexico, the Virgin Islands, and 33 other countries, we provide comprehensive solutions tailored to a diverse, global clientele.

Role Overview:
We are looking for motivated individuals to join our team as Financial Consultants on a 1099 contract basis. This position offers the flexibility of remote work, making it ideal for professionals seeking part-time hours. In this role, you will engage with clients to understand their financial goals and offer tailored solutions that support their wealth-building strategies.

Key Responsibilities:

• Client Education: Provide clients with insights into financial strategies and offer options that align with their wealth-building goals.
• Sales: Present education information, ensuring clients are fully informed and confident in their choices.
• Compliance: Stay current with industry regulations and ensure compliance with all state and international requirements.

Requirements:

• State Life Insurance License: A valid state license is required (internal training and licensing are available if needed).
• Background Check: Must pass or provide a background check.
• Experience: Prior experience is preferred but not required.
• Availability: Commitment of 5-10 hours per week.

Compensation:
This is a commission-based 1099 position with substantial earning potential based on your performance.

Why Join Us?

• Flexibility: Work remotely with a schedule that fits your lifestyle.
• Global Reach: Opportunity to work with clients across the U.S. and internationally.
• Support: Access to internal platforms, training, resources, and licensing options to help you succeed.
• Growth: Potential to build a career in the financial services industry.

We are a local financial services company dedicated to educating clients on financial and wealth-building strategies. Licensed in all 50 U.S. states, Canada, Mexico, the Virgin Islands, and 33 other countries, we provide comprehensive solutions tailored to a diverse, global clientele.

Company Description

We are a local financial services company dedicated to educating clients on financial and wealth-building strategies. Licensed in all 50 U.S. states, Canada, Mexico, the Virgin Islands, and 33 other countries, we provide comprehensive solutions tailored to a diverse, global clientele.

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