JOB SUMMARY

Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners.
Develop knowledge about diversified, balanced, resilient and risk-free financial strategies and business concepts.
Understand fixed, flexible and variable investment, protection and preservation methods that help clients achieve their specific outcomes.
Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families and businesses.
Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation.
Build meaningful and lasting relationships and experiences with clients, business associates and partners.
Expand business, management and leadership skills working with clients, team members, and new associates.
Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and business.

BASE QUALIFICATIONS:

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Able to complete licensing requirements within 30 days
• Accountable with a high level of integrity (critical in this regulated and customer-based industry)

• Study, learn, and execute with on-the-job training
• Shadow client meetings, plan designs, and presentations
• Initiate financial needs analysis while providing exceptional and professional customer service
• Participate in marketing and expansion strategies and efforts
• Consult, educate, and connect clients with relevant financial strategies and services