Financial Professional

World Financial Group

(remote)

JOB DETAILS
SALARY
$65,000–$85,000 Per Year
JOB TYPE
Contractor, Full-time, Part-time
SKILLS
Insurance Sales, Financial Services, Retirement Planning, Communication Skills, Revenue Growth,
QUALIFICATIONS
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
  • Job seekers must already have or be willing to obtain the required licensing.
  • Open to embracing the industry and becoming educated about its relevant state and federal regulations.
  • This position offers a flexible schedule at a 100% work from home capacity.
  • Financial experience is not required due to our world class training program.
RESPONSIBILITIES
  • Tailor risk management strategies and client profiles to reflect each customer’s individual needs.
  • Work with clients to establish short-term and long-term financial goals, such as retirement, education funding, or manage debt.
  • Prepare clients for a secure retirement.
  • Advise on insurance needs to protect against financial risks, such as, health issues, disability, or property loss.
  • Assist with planning for the transfer of assets and wealth to heirs, including wills, trusts, and other estate planning tools.
  • Assist clients with college accounts.
  • Assist clients with their 401k, TSP, 403b, IRA, or Roth IRA
  • Paid based on performance
BENEFITS
Performance Bonus, Flexible Schedule, Stock Options, Work From Home
ADDITIONAL COMPENSATION
commission
POSTED
29 days ago

We want to add a motivated and personable new employee to our team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our position has the solid communication skills it takes to drive sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful  representative!

About the Company

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World Financial Group

Elite Partners is a team within the World financial Group business. We provide financial consulting services via retirement, estate planning, wealth-building strategies, long-term care, and life insurance.

Our mission is to help individuals create the life that they want while protecting their loved ones and planning for their financial legacy. Offering access to a diverse portfolio in life insurance, retirement savings, and wealth-building strategies, our team of licensed professionals across North America helps to guide individuals from where they are to where they want to be.

Some benefits with the company include: flexible schedule, part-time or full-time opportunities, stock options, managing your own client base, and potential bonuses paid monthly, quarterly, and annually. In addition, we also offer a customized personal website.