Financial Professional

## About the Role This is a remote, contract-based partnership role. It does not offer a fixed salary, compensation is a 100% commission and performance-based, allowing you to directly benefit from your results with no income ceiling. We provide the support, mentorship, and training needed to help you succeed, with no cold calling and no pressure. You'll have the flexibility to start part-time, allowing you to build income alongside your current commitments and transition at your own pace without disrupting your stability. ## Responsibilities - Meet with clients (virtually or in-person) to assess financial goals and recommend customized solutions - Use our proven systems and support tools to deliver high-quality service and build trust - Learn and apply concepts in wealth protection, tax advantaged growth strategies, retirement planning, estate planning, and life insurance - Collaborate with experienced mentors to grow your skillset and impact - Utilize our weekly trainings with company to increase your knowledge, skillset, and experience in the financial industry ## What We Offer - Flexible schedule - Remote-first model- all meetings and trainings on Zoom - Performance-based compensation with uncapped earning potential - Direct mentorship and team support with personalized coaching and business development resources - Access to industry-leading tools, training, and ongoing education - No cold-calling or lead buying ## Qualifications - Must be at least 18 years old - Live in the U.S and be eligible to work here - Pass a background check (no felonies) - Willing to obtain a Life and Health insurance license (guidance and support provided if not licensed) ## About the Company We have helped over 30,000 clients with financial solutions from trusted brands and North American companies like Prudential, John Hancock, Corebridge, Lincoln Financial Group, Fidelity and Guaranty etc. We have offices throughout the country and continue to grow through our training program and leadership. Our mission is to help families and business owners understand and feel better about their finances and futures. Our approach is rooted in education, aiming to share our expertise with people from various backgrounds. Unlike traditional financial services, our firm does not impose a specific net worth or minimum investment requirement to get started. We offer a complimentary financial plan to those seeking assistance or feeling overlooked by the conventional financial services sector. In the current economic climate, where retirements are at risk, our services become even more crucial in providing families with solutions. Our goal is to be a solution to the financial challenges many face today and in the future. Distinguishing ourselves through a comprehensive range of services and an educational approach, our expanding firm is seeking individuals for training. The goal is to help convert clients' portfolios into tax-free vehicles for retirement and preserve wealth. This is a professional career opportunity. If you're driven, coachable, and ready to grow, you'll find strong mentorship, real support, and meaningful impact here. Join us where you can make a significant impact on client's lives by guiding them through their financial journeys. Your expertise will be valued as we work together to create successful financial futures.