KA

Katie's Financial Services LLC

Financial Professional

Job summary

Sales

Work model

Fully remote
Only United States
3 weeks ago
Job description

Overview

We are looking to expand our team of financial consultants in a fully remote environment. This position is an Entry level Financial Consultant (part-time or full-time). Through our in-depth training program, you will learn how to diagnose the needs of an individual or family, discuss their financial goals and dreams, and help create a roadmap to achieve their short-term and long-term objectives through our financial solutions, products, and services.

Services include, but are not limited to:

  • Getting out of debt
  • Budgeting
  • Retirement Planning
  • Wealth Accumulation
  • College Planning
  • Investments
  • Rollovers
  • Annuities
  • Roth IRA
  • Insurance

Key Responsibilities

  • Study, learn, and execute with on-the-job training.
  • Shadow client meetings, plan designs, and presentations.
  • Analyze client financials to determine their needs and risk tolerance.
  • Review available options for clients.
  • Recommend which areas or services fit the client's needs.
  • Follow industry ethics standards.
  • Complete licensing requirements.
  • Maintain licenses and industry ethics.

Qualifications

  • Must be over the age of 18.
  • Driver's License.
  • Background check required.
  • Willing to obtain a state license if you do not have one yet (Life, Accident, and Health).
  • Ability to manage customer relationships and provide tailored financial advice.
  • 2-3 years of customer service/client interaction recommended (not required).

Qualities We Are Looking For

  • Business-minded ambition.
  • Integrity, ethical, and a strong sense of morality.
  • Passion for making a difference and helping people.
  • Self-motivated, accountable, and a team player.
  • Ability to receive coaching and feedback.
  • Strong interpersonal skills.
  • Enjoys working in a fast-paced, highly productive, value-driven environment.

Schedule

You create your own schedule, aside from ongoing weekly training:

  • Tuesday: 8pm EST / 5pm PST
  • Saturday: 12pm EST / 9am PST

Important Note: You do not have to quit your current job to join us. Whether you are exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

Compensation

$80,000 - $120,000 yearly.