Job Description

Our primary mission is to provide individuals with a remarkable opportunity to not only succeed but to become genuine owners of their businesses. In a landscape where many similar ventures no longer offer the invaluable prospect of business ownership, we stand apart. We firmly believe that your hard work should translate into actual ownership of your enterprise. With us, you’re not merely constructing a business; you’re crafting an asset that you can proudly call your own. It’s about investing your time in something that can fulfill your dreams, make a lasting impact, and serve as a legacy for your family—a true testament to generational wealth. This unique ability to own and control your business sets us apart and makes our agency the most appealing choice. Responsibilities:

• Develop personalized insurance based financial plans for clients based on their financial goals and risk tolerance.
• Conduct thorough financial assessments to provide tailored recommendations for index strategies and financial products.
• Monitor and review clients' financial situations regularly to ensure their financial plans are on track.
• Educate clients on various financial topics and empower them to make informed decisions about their finances.
• Comply with all regulatory requirements and ethical standards in the financial industry to maintain clients' trust and confidentiality.

Qualifications:

• Ability to obtain home state Insurance Agent License
• Enjoys flexibility in setting work hours and locations, typically working from home or in the field
• Excellent verbal and written communication skills
• Ability to work remotely and accommodate North America, US time zones

About Company: We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.

Job Tags

Remote job, Work from home,

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