Financial Services Associate

Our team is expanding across all 50 states and looking for qualified individuals to help us make an impact in the marketplace.

WHY FINANCIAL SERVICES INDUSTRY?

The financial services industry is ranked #1 industry that will create the most millionaires in the next decade according to Capgemini’s recent World Wealth Report.

As part of our national team, you will provide financial advice to clients (individuals and companies) in financial planning, investing for the future, saving for kids' education, different types of insurance protection, company benefits and retirement plan packages. You will meet with clients, complete a financial needs analysis, and present a customized solution that fits the client's needs and objectives.

We welcome professionals who already have credibility and client-trust skills, including:

• Engineers — analytical problem-solving and systems thinking

• Accountants, tax preparers & enrolled agents — financial literacy and compliance expertise

• Real estate agents & mortgage loan officers — client acquisition, sales experience, and deal structuring

• Health insurance agents — benefits knowledge and client counseling skills

• Nurses, doctors & healthcare professionals — trusted advice, empathy, and client service under pressure

• Corporate professionals — proven leadership, adaptability, and a desire for greater independence after years in structured environments

These backgrounds translate directly into success — Prior experience is not required. Many of our professionals begin by learning financial concepts that benefit them personally, then grow into full-time advisory practices that are both highly rewarding and impactful.

COMPENSATION:

• Uncapped 1099 / Production based income (one client may result in $2,500 compensation and another may be $20,000)

• Residual Income (paid every year at anniversary date)

• Uncapped Business Development Income

• Leadership Bonuses

• Paid world-class travels, and more...

KEY BENEFITS:

• Option to work remotely by computer and phone

• Control your hours

• High-income trajectory and career growth

• Mentorship from proven industry experts

• Structure financial solutions satisfying needs
• Making financial decisions to help achieve financial goals
• Making financial decisions to help achieve theirfinancial goals
• Manage the delivery of financial services
• Review financial products and services and match with customer needs
• Selling all financial products and services, assisting customers
• Selling all financial products and services, assisting customers with service issues, and soliciting new business
• Provide a variety of patient services and financial services tasks
• Meet the financial needs of clients by providing quality products and excellent client service
• Determine financial needs and aid in selecting appropriate products and services
• Recommend appropriate products and services to members based on specific financial need
• Provide multiple financial solutions to existing and new clients
• Structure new lease and financial service opportunities
• Sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
• Demonstrate proficiency in cross selling services offered by the financial institution
• Protecting clients' assets and helping achieve financial goals
• Conducting financial solutions training and education
• Analyze patient financial documents in order to determine percentage of financial assistance
• Provide information on banking products and services
• Promote, cross sell, and refer products and services as appropriate to meet client's financial needs