Job Description
Job Description
Salary :
Financial Professional (Part-Time or Full-Time)
Are you a driven, motivated individual looking to make a meaningful impact through financial education and planning? We are seeking a Financial Professional to join our growing team of advisors. This role offers flexible hours and uncapped earning potential.
Position Overview :
As a Retirement Specialist, youll help clients create personalized strategies for protecting their families, building wealth, and preparing for retirement. This role focuses on insurance-based financial planning, utilizing tools like life insurance, annuities, and other protection and savings vehicles. Securities license can be pursued once insurance license is obtained.
Key Responsibilities :
- Provide client-focused financial education
- Build and maintain strong client relationships through trust, transparency, and consistent follow-up
- Customize life insurance, health insurance, and indexed retirement strategies based on client goals
- Attend weekly training and development sessions as well as weekly one-on-one mentorship meetings to stay current on products, strategies, and compliance
- Work with mentor as well as independently to generate new business through networking, referrals, and marketing efforts
Qualifications :
Life and Health Insurance License (required to actively serve clients but may be obtained after on-boarding)Excellent communication and interpersonal skillsSelf-starter with a strong work ethic and entrepreneurial mindsetPassion for helping others achieve financial security and peace of mindPrior experience in financial services, insurance, or sales is helpful but not requiredWhat We Offer :
Comprehensive training and mentorship programProven systems for business development and client acquisitionFlexible schedule set your own hours (part-time or full-time)Competitive compensation through commissions, bonuses, and incentivesOngoing professional development and growth opportunitiesCompensation :
Performance-based commission structure with no cap on earnings.
Ready to Start Making a Difference?
Whether youre newly licensed or looking for a career change with purpose, we invite you to apply. Begin your journey toward a rewarding career in financial services today!