Basic Qualifications:
Preferred Qualities:
Do NOT apply if you are looking for a work visa.
Do NOT apply if you live outside the U.S.
Key Responsibilities:
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.
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.