Financial Services Specialist (Remote)

Job description

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description: - Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work - Conduct Financial Needs Analysis to uncover financial goals of the client - Formulate tailored financial plans for them - Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf - Conduct semi annual and annual reviews Experience: All experience levels are welcome , you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to suc...