Job Description

Are you ready to embark on a rewarding journey as a Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S Department of Labor, this opportunity offers remote work and extensive training as you guide individuals, families, and business owners toward financial solutions that align with their objectives. Emphasizing financial education, we collaborate with leading Fortune 500 companies to deliver tailored financial plans to diverse clientele. Whether you are looking to acquire a new expertise, transition careers, or supplement your income, this role is an ideal fit for you. Why Work for Us?

• Ongoing training and professional development opportunities
• Continued education support to help you grow
• Flexible scheduling to maintain work-life balance
• Corporate discounts on licenses and certifications

Responsibilities:

• Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies.
• Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings, and insurance options.
• Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices.
• Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
• Engage in continuous training programs to enrich financial expertise and capabilities.
• Have the opportunity to advance into leadership and managerial positions as your career evolves.

Qualifications:

• Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence.
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
• Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
• Job seekers must already have or be willing to get licensed in the financial sector.

About Company: Elite Partners provides financial consulting services via retirement, estate planning, wealth-building strategies, long-term care, and life insurance. Our mission is to help individuals create the life that they want while protecting their loved ones and planning for their financial legacy. Offering access to a diverse portfolio in life insurance, retirement savings, and wealth-building strategies, our team of licensed professionals across North America helps to guide individuals from where they are to where they want to be. Some benefits with the company include: flexible schedule, part-time or full-time opportunities, stock options, managing your own client base, and potential bonuses paid monthly, quarterly, and annually. In addition, we also offer a customized personal website.

Job Tags

Full time, Part time, Remote work, Flexible hours,

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