Wealth Management
Wealth Management
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Job Description
About the job
Our purpose is to empower people to achieve financial wellbeing. We achieve this by educating and assisting individuals institutions and business owners to take control of their finances and secure their future. In tandem we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none a commitment reflected in all aspects of our work.
We believe in a holistic approach to financial empowerment which is why we have a threepart mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact.
Opportunity:
As an Agent you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators military personnel or public servants and are willing to grow their skillset.
A strong entrepreneurial or leadership focus is a plus as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients providing financial education and support needed in a timely professional and courteous manner. Agents provide financial knowledge education and strategies for business matters insurance protection retirement savings and estate planning to help clients and business owners tailormake their ideal futures.
We are in the most highly compensated field where your hard work dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind no prior financial skills or experience is requiredwe are strongly committed to finding goodhearted leaders who are willing to be trained and coached to execute this position successfully.
Responsibilities:
Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
Leverage available resources technologies and processes to optimize the client experience and deliver operational excellence and accuracy
Adhere to established processes laws and guidelines in performing daytoday activities such as submitting policies and account maintenance
Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements
Must have:
Ambition & drive to make a positive impact in the community
Customer service and/or management experience
Ability to pass a background check
Ability to pass a state licensing exam
Age 18 or older and U.S. citizenship
Computer with a camera
We provide:
Study materials and preparation support to pass your exam within 1 week
Remote & hybrid work options
Inhouse online tools and training
Personalized scheduling to accommodate your lifestyle
Weekly training and coaching by top industry leaders
A proven system that will lead to your success if followed
Skills:
Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Relationship Building
Prospecting
Referral Identification
Referral Management
Hours per week:
Minimum of 8 hours; no maximum
Remote Work :
No
Employment Type
Full Time
