Financial Representative - Remote

Overview

This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained.

In Short

• Part-time, flexible, remote role
• Involves financial planning and client advisory services
• Promoting financial products
• Training provided for financial planning principles
• Excellent communication and interpersonal skills required
• Ability to work independently and manage time efficiently
• Willingness to obtain State and Federal Licensure
• Must pass a background check
• Located in the US

Requirements

• Excellent communication and interpersonal skills
• Ability to work independently and manage time efficiently
• Willingness to obtain all State and Federal Licensure
• Must pass a background check
• Located in the US

Benefits

• Training Bonus program
• State and Federal Licenses
• Part-time or Full-time Flex options
• No Quotas or Caps on Commissions
• Stock opportunities
• Residual Income Opportunities - 6 income streams