Job Description

This is a fully commission-based role. We are seeking financial service educators to join our remote team in the United States, Puerto Rico, and Canada. With a competitive salary of $50,000+ at plan commission, this role offers the flexibility of working fully remotely from home or anywhere with internet access. As part of our team, you will have the chance to help individuals from low to middle-income families achieve their financial goals while being supported by a collaborative and innovative work environment. As a Financial Service Educator, you will be privileged to provide tailored financial solutions to clients and build lasting relationships based on trust and expertise. Join us in positively impacting people's lives through sound financial advice and strategic planning. Responsibilities:

• Analyze clients' financial situations and goals to provide personalized financial advice and recommendations
• Develop comprehensive financial plans to assist clients in reaching their financial objectives
• Monitor and review clients' investment portfolios to ensure alignment with their financial goals and risk tolerance
• Stay up-to-date on financial market trends and investment products to make informed recommendations to clients
• Build and maintain strong client relationships through regular communication and responsiveness to their financial needs

Qualifications: Candidates with all levels of experience are welcome to apply as we provide an in-depth training and mentorship program.

• MUST reside in the United States, Puerto Rico, or Canada
• Enterprising mindset
• Outstanding communication skills, both verbal & written
• Able to work effectively in a team environment
• Detail-oriented and the ability to follow up on tasks
• Work effectively under pressure and maintain a positive attitude
• Capable of multi-tasking, prioritizing, and managing time efficiently

About Company:

OUR COMPANY OFFERS:

Full, in-depth training programFlexible schedulePart-Time and Full-Time positions availableExciting work environmentOpportunities for professional development and growthWork anywhere with internet serviceA supportive and collaborative team environment

Job Tags

Full time, Remote job,

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