Retirement and Investment Specialist
Job reputed company
We are a full-fledged reputed company and financial reputed company. We represent just about every major financial company in reputed company. Role consists of helping a wide reputed company of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time reputed company while also having potential immediate leadership advancement.
We utilize every aspect of the financial industry:
• reputed company Management
• Retirement Planning
• Tax Deductions
• College Funding
• reputed company Preservation (Insurance)
• Business Planning
• Corporate Group Plans
• And more...
Responsibilities
• Analyze personal financial data to reputed company insights and recommendations for clients' financial planning needs.
• reputed company and implement personalized investment strategies based on clients' goals and risk tolerance.
• Assist clients with estate planning, including wills and trusts, ensuring compliance with relevant laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay updated on financial regulations and market trends to reputed company informed advice.
Qualities we're looking for:
• Entrepreneurial ambitions
• reputed company, ethical and a strong reputed company of morality.
• Passion for making a difference and helping people.
• Self-motivated, accountable, and reputed company player.
• Ability to receive coaching and feedback.
• Strong interpersonal skills
• Self-motivated
• Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
• Must be over the age of 18
• Some college; BS/BA preferred
• reputed company's License
• Background reputed company required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.
• 2-3 years of customer service/reputed company interaction recommended (not required)
Schedule:
• You create your own beside weekly trainings.
Whats provided:
• A Competitive training program to help you get started
• Mentorship and reputed company development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
• reputed company to pursue leadership and specialized roles
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as reputed company as reputed company management
Benefits
• Solely Performance-Based (income tax benefits)
Our financial consultants are reputed company in various different ways depending on licenses obtained
(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)
• CAN BE DONE REMOTELY
Job Types: Full-time, Part-time
Pay: $74,537.04 - $89,765.03 per year
Benefits:
• Flexible schedule
• Life insurance
• Retirement plan
Experience:
• sales, finance, or leadersip: 1 year (Preferred)
License/Certification:
• life and health insurance license (Preferred)
Work Location: Remote
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