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[Hiring] Entry-Level Financial Services Associate @Infinite Wise Soultions
Infinite Wise Soultions
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
We are seeking a few ambitious & self-driven individuals to step into a part time (potentially full-time) leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy.
This position is 100% remote and commission based.
- Serve as a key contact and liaison for clients to ensure their total satisfaction
- Interact with clients & associates on an ongoing basis, providing timely support
- Share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning
- Develop customized financial plans that fit clients' unique needs and goals
- Help clients understand their financial situation and provide expert advice on improvement
- Guide and support clients in budgeting, debt reduction, investing, and retirement planning
- Work collaboratively with a team of like-minded individuals
- Access to create a full-time career or part-time income opportunities
Qualifications
- Customer service, leadership and management backgrounds are preferred
- 18 Years or older
- U.S. citizen
- Education/Coaching/Military backgrounds are a great fit!
- Must have a drive, passion and desire to help people!
Requirements
- Must pass a background check
- Training/Coaching included
- Financial skills/knowledge not required
- Entrepreneurially-minded + Self-motivated
Benefits
- In-house training provided in group and individual settings
- Access to experienced brokers and business mentors for support
- Advancement and compensation are scalable based on individual career goals
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