We are actively seeking motivated individuals to join our innovative team in a fully remote capacity.
As a 1099 contractor, you will play a pivotal role in assisting clients with a range of financial products to meet their investment and wealth management goals.
Responsibilities:
1\.
Conduct virtual consultations with clients to understand their financial objectives and recommend tailored financial products.
2\.
Provide comprehensive guidance on strategies, retirement planning, and wealth management solutions.
3\.
Stay informed about financial trends, regulatory changes, and product updates to offer well-informed advice.
4\.
Collaborate with financial institutions to facilitate seamless transaction processing and account management.
5\.
Foster strong client relationships through effective communication, regular check-ins, and proactive problem-solving.
Requirements:
1\.
Must be 18+ with a SSN
2\.
Must pass background check
3\.
Strong analytical and problem-solving skills.
4\.
Self-motivated and disciplined to excel in a remote work environment.
5\.
Proficient in utilizing digital tools for virtual meetings and document management.
Benefits:
1\.
Complete flexibility with remote work arrangements.
2\.
Competitive commission structure and performance-based bonuses.
3\.
Continuous training and support for professional development.
4\.
Independence as a 1099 contractor, providing the autonomy to manage your business.
If you are passionate about guiding clients toward financial success and enjoy the flexibility of remote work, we encourage you to apply for this exciting opportunity.
Join us in making a positive impact on the financial well-being of our clients while experiencing the freedom of a remote, contract-based position.
** Please note, this is an uncapped commission position.
Earning potential is unlimited however there is no base salary
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