Business Development: Reach out to potential clients through proactive communication, referrals, and networking channels.
Online Consultations: Hold remote video calls to evaluate financial situations and map out client targets.
Tailored Proposals: Create and share individualized options that fit each client's unique circumstances.
Client Retention: Stay connected with your client base over time to offer continuous advice and support.
Skill Development: Learn about updated products, regulations, and market trends through continuous internal training.
Ethical Execution: Treat every client interaction with total transparency, accountability, and professional care.
Client-First Mindset: You care about making a positive impact on people's financial lives.
Strong Interpersonal Skills: You're a clear communicator who connects well with people on the phone or over video.
Goal-Oriented Approach: You like taking ownership of your work and excel in a performance-driven pay structure.
Self-Discipline: You can manage your calendar independently and stay focused in a remote environment.
High Integrity: You hold yourself to high ethical standards and make sound decisions.
No Prior Experience Necessary: Previous experience in client relations or retail is nice to have, but not mandatory - we provide full training to the right applicant!
Uncapped Commission Earnings: 100% performance-based payout plan - your income grows directly alongside your results.
Full Remote Autonomy: Work from home with complete control over your daily routine.
Guided Onboarding: Access clear training programs, direct mentor support, and ongoing career advancement resources.
Great Culture: Work alongside colleagues and mentors who are invested in seeing you grow.
Insurance Packages: Life insurance coverage along with direct access to health exchange plans (medical, dental, and vision).
Performance Bonuses: Opportunities for quarterly bonuses, volume incentives, and top-performer recognition.
Incentive Travel: Qualify for sponsored trips, retreats, and special travel perks based on your results.
| Location | Riverside, CA (Remote) |
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