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Job description
Financial Sales Professional - Leads and Training ProvidedThe need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families' long-term financial security, and this is where we come in.Here's what sets this opportunity apart:Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, stock options and beneficiary to your business and agency, provided you get to a certain leadership level.Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potentialGet paid what you are worth: Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, world-class travel, etc.Opportunity Description:-Develop Financial Need Analysis (FNA) for Clients -Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well. -Place families, individuals, and business owners in a financial position of advantage for some of the following: -Protect Retirement Assets/401k and all IRA Funds -College Planning -Tax-Free and Tax-Deferred Index Strategies -Debt Management Services -Build and Leave a Legacy -Estate Planning with our legal teamIf you are a highly motivated and ambitious individual with a passion for wanting to add value to people's lives, desire a flexible schedule, and seeking a rewarding career path, I encourage you to connect to learn more.Lucrative Compensation:Uncapped 1099 / production-based commission income (one client may be $3,500 in compensation and another may be $20,000)Residual income (paid from work done last year, every year)Passive incomeBonuses, Equity (must qualify) paid world travel, and moreRequirements:Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Mutual of Omaha, Ethos, AIG, and over fortune 500 companies.Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businessesIllustrate and present plans for retirement, investment, college/savings, and lifetime income generationBuild meaningful and lasting relationships and experiences with clients, business associates, and partnersExpand business, management, and leadership skills working with clients, team members, and new associatesLeverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.Minimum 18 years of ageLegal U.S. Resident, Citizen or Work Permit with SSNAble to pass a Background ScreeningAble to complete licensing requirements within 45 daysAccountable with high level of integrity (critical in this regulated and customer based industry)
Worksite address
san francisco, CA, 94102, US
Who can apply
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