07/13/2021
If you have ever thought about becoming a Financial Coach, or would be open to learning how you can help yourself and others with money problems, we are looking for you.
We are an education based company; teaching basic financial principals, helping families to become debt free, invest for the future and achieve other financial goals.
As a financial representative, we are dedicated to helping families identify short-term and long-term objectives, protect their assets and free up money on a monthly basis to help with the raising cost of life.
Some of the responsibilities would include:
*Identifying and qualifying new applicants
*Training new and existing agents on protocols, procedures, rules and regulations
*Monitoring all activities to make sure all compliance requirements are met
*Developing and improving skills for agents and associates
*Assisting clients with their personalized Financial Needs Analysis
- You will be required to obtain state licenses to be able to fully service clients. (Life, Series 6, 63, 65, 26, and Mortgage Loan Originator)
- We do pay for licensing and provide all training from the ground up.
(If you currently hold any licenses, please let us know in advance.)
- Must be 18+ years old
- Must be able to pass a background check