[Hiring] Entry-Level Financial Services Associate @Infinite Wise Soultions

Infinite Wise Soultions

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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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