Entry Level Financial Associate
Job Description:
- Engage with clients to understand their financial goals and needs.
- Provide personalized financial solutions and recommendations based on individual circumstances.
- Educate clients about tax-free wealth-building strategies and life insurance products.
- Collaborate with team members to develop tailored financial plans.
- Build lasting client relationships and foster trust through transparent communication.
- Continuously stay updated on industry trends and financial regulations.
Requirements:
- Must be US citizens
- No prior experience is required
- Highly motivated
- Excellent interpersonal and communication skills
- Passion for educating and helping others
- Natural interest in personal finance
- Willing to get licensed
- Professional attitude
- Willing to work to build something for themselves
Benefits:
- Work from home/remote
- Flexible working hours
- Work Part-time / full-time
- Growth opportunities
- High performance based commission pay
- Bonus pay possibilities
- Extensive free ongoing weekly & monthly training, mentorship, collaboration.
- Discounted licensing study and exam links to the unlicensed applicant.