Company Description:
Our financial brokerage is rapidly expanding nationwide and seeking valuable Financial Representatives to support our mission to inspire families to dream again in their financial pursuit. The demand for financial guidance is high and the current way of doing things isnt necessarily working for Americans. We prioritize filling in the financial literacy gap for our clients, helping them know better so you can do better in your financial goals and accomplishments. We work hard to create a safe space for clients to learn, and a trusted relationship to help. Our work is extremely relational, not transactional. We work hard to get to know our clients, listen diligently and be there now and in the future. Currently we are seeking individuals with the following characteristics including being naturally relational, able to work well and communicate effectively with both their clients and team, ambitious individuals, strong discipline & work ethic, and leadership experience for potential future leaders in the firm. Were looking for our next Remote Financial Representative to help us pave the way for our clients to reach their financial goals through financial education and strategizing.

What To Expect:
Our Brokerage prides itself in diversity for both the client and our agents. We are a competitive non-captive firm working with over 25+ Fortune 500 Finance & Insurance companies. Allowing us to always put our clients needs first. Along with being able to cover many financial needs from wealth building, debt management, college planning, estate planning, lowering tax liabilities and increasing the profit of businesses, even protection on life, health and income. When it comes to our agents, we have intentionally gathered individuals from a diverse career background, prioritizing careers who desire to help people. We take that postured heart to help and use it in the field of finance. We also celebrate the diversity of ages, gender, race, faith and more. This culture created allows us to help all different markets from business owners, to families and individuals.

Responsibilities:
- Build a client base by stewarding relationships with your network, maintaining those relationships and being there as needed for client guidance.
- Providing solutions and education to help your clients accomplish their financial goals & dreams.
- Responsible for working closely with our many company providers to process policies and financial solutions. While maintaining your past book of business for future client needs and annual communication.
- Support the training processes and development of other valued representatives in the firm. Potentially leading your own team of representatives, allowing you to make a bigger impact than possibly accomplished on your own.
- Take ownership of your success and career in the financial field. Constant conversations will be had to visualize the trajectory of your career and building the pathway to achieve it.

Desired Characteristics:
We believe in a fulfillment formula, achieving balance in all important areas of our life, from accomplishing our own strong finances, encouraging family values always, welcoming your faith in your work, being your healthiest self and finding joy in your work. Regardless of your professional background, we will provide the skills and knowledge needs to succeed. We have found successful Financial Representative embody:
- Ability to present complicated concepts effectively, with honesty and integrity.
- Passionate about our mission of inspiring others to dream again.
- Strong communication and relationship building skills.
- Ready to get to work on one of the largest wealth transfers weve seen in history.
- Coachable and system driven.
- Works well in independent settings and in a team environment.
- Organized with strong time-management skills.
- Healthy competitive and entrepreneurial spirit, wanting their own success and others.

Benefits:
Control of your schedule and flexibility to work around other responsibilities.
Seeking both Part-time & Full-time Representatives.
Hybrid remote work able to be done from home or travel.
World class training, leadership development and certification guidance provided.
Leadership roles and promotional growth.
Equity opportunity.
Stock options and profit-sharing opportunities.

Work Setting:
ZOOM office provided along with in person work when needed.