Financial Strategist

We are looking for ambitious, hardworking, entrepreneurial individuals that are ready to make an impact in the financial industry and on the lives of others. You will be provided the tools and mentorship needed to grow as a financial services professional. You will be part of a team of highly motivated financial professionals across the country, who enjoy helping others achieve their financial goals by providing real solutions to families from all walks of life and small business owners.

You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver consultative financial advice, and earn a sustainable career and business.

We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $400 billion assets under management.

Financial Planning & Activities

· New client generation utilizing traditional and digital channels

· Meet with new clients to determine goals

· Utilize financial illustration software and analyze solutions.

· Deliver a personalized financial plan

· Communication with clients and team

· Participate in team meetings, training, continuing education

· Business expansion

· Deepen knowledge and skills with training, conventions, team meetings

Candidate characteristics

· Passion for financial security

· Ability to connect with people

· Leadership experience

· Great communication skills

· College degree or 2+ year work experience

· Twin career possibility

· Self-driven and entrepreneurial

· Team player, leadership and coachable

· Candidates with past experience that have demonstrated success in the role include: nurses, social media, life style influencer, leadership, military, competitive athletes, real estate, entrepreneur, life insurance, financial, recruiting, accounting,, economics, sales, remote work, travel and fun

· Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 30 days

· Legally able to work in the United States, citizen, work permit with SSN

· Must pass background check and obtain required licenses and CE certificates

· This role is offered 100% remote nationwide. Hybrid optional within (Beverly Hills or Los Angeles, CA).

· Professional development assistance.

· Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $100,300 -$153,200

We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.