Financial Consultant

We are currently looking to expand and are offering work from home opportunities. This role is for a Financial Services Consultant. 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

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 TFA Advisors/World Financial Group.

Key Responsibilities

Financial Services Consultants work with clients regarding their financial and estate planning goals to build/enhance their financial future.

• Generate leads, find, and qualify potential clients through networking, other business development activities, and using systems that are part of the firm's business model.
• Determine client's financial needs and recommend appropriate products and services.
• Promote and sell financial products and services such as but not limited to investment options, insurance, retirement plans, debt management, estate planning, tax saving  plans for businesses, and business continuation plans.
• Analyze the financials of clients to identify their financial needs and risk tolerance.
• Provide on-going customer service and support to clients.
• Study, learn, and execute with on-the-job training and mentoring from senior business leaders.
• Shadow client meetings and plan designs and presentations.
• Stay current on industry trends and regulations.
• Make recommendations in which areas and services fit a client's needs.
• Take part in marketing and expansion strategies.