Financial Advisor Jobs

About The Position

Requirements

• Must be at least 18 years old.
• Must be able to clear a background check.
• Must be located in the United States.
• Interest in sales, insurance, and entrepreneurship.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• No prior experience is required; comprehensive training is provided.

Nice To Haves

• Motivated self-starter with an entrepreneurial mindset.

Responsibilities

• Identify prospective clients through keyword searches and other channels.
• Provide personalized service by understanding clients’ financial needs and recommending suitable insurance products.
• Build and maintain relationships with a diverse range of people to support future sales and referrals.
• Participate in daily mentorship and training sessions to develop skills and professional capabilities.
• Build an independent business and team of agents using the scalable, non-captive opportunity.

Benefits

• Flexible time commitment, with part-time and full-time opportunities available.
• Full-commission compensation.
• Non-captive position with the opportunity to build a scalable franchise.
• Access to a broad range of financial products through an established platform.
• Licensing assistance.
• Daily mentorship and training.