Description

Are you looking for a flexible, remote career opportunity? Whether you’re seeking a stay-at-home career or looking to add an additional stream of income, this role is perfect for you! With no prior experience required, our comprehensive training program will equip you with all the tools you need to succeed.

We are seeking motivated, reliable, and committed individuals to join our team as financial professionals. In this role, you’ll provide essential services to clients while helping them secure their financial future.

Company Culture and Environment

Our company fosters a supportive and inclusive environment where teamwork and collaboration thrive. We value flexibility, allowing you to manage your own schedule while working remotely, creating a work-life balance that suits you.

Career Growth and Development Opportunities

Most of our team members begin as Referral Partners or part-time professionals before transitioning to full-time roles, while still earning the same commissions. We offer ongoing training sessions to help you refine your skills and grow your business, along with mentorship from experienced field trainers.

Detailed Benefits and Perks

• Free Training: All the resources you need to succeed are provided at no cost to you.
• Ownership: Build your own business and own your book of clients with opportunities for agency ownership, equity, and beneficiary rights.
• Unlimited earning potential with flexible work hours that fit your lifestyle.
• Incentives include free, performance-based trips around the world for those who qualify.

Compensation and Benefits

• Salary Range: \(36,000 - \)125,000 per year (1099, performance-based pay)
• Unlimited Earning Potential: Earn multiple ways, including commissions, agency bonuses, yearly renewals, stock options, profit sharing, and more.
• Uncapped Pay: Your income is directly tied to your performance, with commissions ranging significantly based on client engagement.
• Frequent Pay: Get paid 8-9 times a month.
• Advancement Opportunities: There is plenty of room for growth in this fulfilling career.

Why you should apply for this position today

This role offers a unique opportunity to make an impact on individuals’ financial futures while enjoying the flexibility of remote work. Join a supportive team that values personal and professional growth.

Skills

• Leadership/Management
• Public Speaking
• Customer Service
• Sales
• Banking
• Accounting/Software
• Entrepreneurship

Responsibilities

• Conduct Financial Need Analysis (FNA) for clients.
• Help individuals, families, and business owners achieve financial security by:
  • Protecting their assets and funds.
  • Building and leaving a legacy.
  • Implementing index strategies.
  • Offering debt management services.
  • Providing estate planning through our legal team.

Qualifications

• Successful completion of a background check (No felonies).
• U.S. Social Security Number (or the ability to obtain one).
• Must reside in the United States, Puerto Rico, or Canada during the hiring and licensing process.
• Must be 18 years or older (federal requirement).

Education Requirements

No specific educational requirements are stated, but prior experience in related fields can help you advance more quickly.

Education Requirements Credential Category

N/A

Experience Requirements

No prior financial experience is required; however, any experience in leadership, public speaking, customer service, sales, banking, accounting, or entrepreneurship is beneficial.

Why work in San Diego, CA

San Diego offers a beautiful coastal lifestyle with a vibrant culture, year-round sunshine, and an abundance of outdoor activities. Its diverse economy provides numerous professional opportunities and a rich quality of life, making it an ideal location for remote work.