Financial Professional
Financial Professional
L3
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries
Insurance Agencies and BrokeragesMiscellaneous IntermediationPortfolio Management and Investment Advice- Meet with individuals and families virtually to understand their financial goals
- Educate clients on financial concepts and available strategies
- Help clients understand options for life insurance, retirement planning, wealth accumulation, and financial protection
- Build and maintain professional client relationships
- Participate in ongoing training, mentorship, and professional development
- Develop communication, leadership, and business-building skills
- No Financial Experience Required
- You do not need a finance degree or previous financial-services experience.
- We provide training and mentorship to help the right candidates learn the industry and develop the skills necessary to work with clients.
- Because this is a regulated industry, candidates who choose to move forward will be required to obtain the appropriate state insurance license before conducting licensed business. Guidance and training are provided throughout the licensing process.
- Who We're Looking ForThis opportunity may be a good fit for students, recent graduates, career changers, or working professionals who are:
- Coachable and willing to learn
- Comfortable communicating with people
- Self-motivated and dependable
- Interested in financial education and helping families
- Looking for a flexible opportunity they can build around school, work, or family commitments
- Interested in developing leadership and entrepreneurial skills
- ScheduleThis is a remote opportunity with a flexible schedule. Candidates may begin part-time and have the ability to grow their business based on their individual goals and availability.
- Important Compensation Information
- This is an independent contractor (1099) opportunity, not a salaried or hourly employee position.
- Compensation is commission-based and is earned from completed business. There is no guaranteed salary, hourly wage, PTO, or traditional employee benefits.
- Full compensation details, licensing requirements, expectations, and the business model are reviewed before a candidate makes a decision to move forward.
Level
JuniorL3
Location
Coatesville, PA
Occupation
Personal Financial Advisors
Industry
Insurance Agencies and Brokerages
Posted
yesterday
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