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Professional Financial Consultant

DLE Alliance
  • Remote
  • Full-time
  • Part-time
  • Instant Apply
30+ days ago

Job Description

We are seeking to train part-time or full-time financial professionals to help our expansion in multiple states in North America. We're in a multi trillion industry - Wealth Transfer industry. Younger generation and baby boomers want to learn how to plan and protect their wealth and retirement more than ever. Our mission is to educate families and business owners with important financial concepts to customize a financial or retirement game plan for them. 

You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. You can work remotely on Zoom. All the consultants and agency brokers meet 2-3 times in person for company training and event every year. We provide weekly world class trainings on Zoom. No experience is necessary and NO monthly quota required! You will succeed faster if you had experience in this industry.

Job Responsibilities

Key Responsibilities:

  • Learn and execute from the live training in the field
  • Shadow client meetings, plan designs and presentations
  • Work with our preferred providers to design the best financial solutions for the clients
  • Participate in marketing and business expansion strategies
  • Retain a long-term relationship with clients

Numbers & Facts

Location (
Remote)
Job TypeFull-time, Part-time
Additional CompensationCommission, Bonus

Qualifications

Basic Qualifications:

  • Minimum 21 years of age (for 18-20, please inquire about special exceptions)
  • Legal U.S. resident or work permit with SSN
  • Soft background check required
  • A working laptop and internet connection
  • Able to complete licensing requirements within 30 – 60 days
  • Trustworthy with high integrity
  • Positive mindset and good work ethic
  • Willing to learn sales techniques. Prior experience in sales is a plus
  • Interested in getting into a leadership role (optional)
  • Decent people skill and communication skill

 

Preferred Qualities:

  • You believe in the importance of financial education
  • You have an entrepreneurial spirit
  • You are constantly looking for personal growth
  • You are goal-oriented
  • You can work independently and also work well as a team player
  • You are a problem solver

 

Do NOT apply if you are looking for a work visa.

Do NOT apply if you live outside the U.S.

About Company

We run our agency under the umbrella of Experior Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. They take care of the compliance, marketing support, technology and all the admin support that help us to run the business. Because of this amazing partnership, we are authorized to represent over 65 insurance, financial and investment companies. This means we can provide different financial solutions from multiple companies for our clients.

Skills

  • Consulting
  • Communication Skills
  • Marketing
  • Customer Relationship Management (CRM)
  • Sales
  • Detail Oriented

Skills

  • Brokerageunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Retirement Planunmatched
  • Training/Teachingunmatched
  • Work From Homeunmatched

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