Financial Services Consultant

We are currently looking to expand and are offering work from home opportunities. This role is for a Financial Services Professional. With our country going through the largest transition of wealth from generation to generation, the financial services industry demand is at an all time high.

Our firm bases its work on an educational approach to personal finances and use our expertise to help people from every walk of life. With our partnership with some of the top 100 Fortune 500 companies, we are able to set up a fitting financial plan for anyone in need. This role is for individuals with great communication and customer service skills, strong work ethic, and is willing to go through a training program as a financial service professional and have the potential to develop into management and leadership positions.

No finance experience is required for this role. With out world calls in-depth training program, you will be guided on how to work with individuals, families, or business owners and have a discussion with them about their financial goals and help them make a plan that will help them reach their short and long term financial goals with our financial solutions, products, and services (includes but is not limited to investments, retirement planning, college planning, insurance, and wealth accumulation). No matter if you are looking to transition into a new career full-time, or striving to develop a new skill or have part-time income, a flexible schedule is provided.

What Is Offered

Work from home / remote

Flexible work schedule

Part-time and full-time positions (we recommend to start part-time and then switch to full-time). You are allowed to pursue other full time work at the same time.

World class training program online

Reimbursement toward getting a state-specific license

Qualifications

Must be at least 18 years old or older

Legal U.S. resident, citizen, or work permit with social security number

Background check required

Stable wifi

Preferred Qualities

We are looking for individuals that have the following characteristics :

Minimum 18 years of age.

Legal U.S. Resident, Citizen, or Work Permit with SSN. Must reside in the US.

Active Life and Health license or willingness to obtain license within the first 30 days.

Strong communication and interpersonal skills. Bilingual a plus but not necessary.

Self-motivated, work independently and as part of a team.

Organized and able to develop / manage your own schedule.

Positive attitude, adaptable, and coachable.

Ability to build and maintain long-term client relationships.

Access to a computer / laptop, phone, and internet.

Prior finance experience or education is a plus but not needed due to a world-class training program and the support of experienced agents who train, mentor, and coach you.

Compensation (this is not a W2 income)

Uncapped 1099 / production / commission-based income (ex. one client may result in $2,000 in compensation and another $10,000).

Residual income (paid from work done last year, every year)

Passive income (income from clientele group)

Bonuses based upon performance and meeting qualification standards.

Please review the compensation guidelines and understand that all financial representatives are commission based. You will work as an independent contractor with the World Financial Group.