Financial Consultant

  • Free
  • Published date: March 19, 2022
    • Texas, United States

Our Pecuniary Administration Department is seeking individuals for its strategy division. Our firm works with globally recognized companies and we’re expanding rapidly throughout North America. We are looking to ally with qualified individuals who can stand behind our purposeful mission of helping families and businesses protect their money. Our company is founded on its morals of faith, fitness, fun, family, and finance. We have a focus on innovation, strength in leadership, and equipping our associates to have a successful career within the industry. We offer a mentorship; NO prior experience is required. Part-time or Full-time capacity.
Solely commission-based

Occupation consists of:
• Managing the planning operations which include assisting clients with state-of-the-art case analysis.
• Adhering to policy standards and Protecting customer's information.
• Work with the top leaders, associate consultants, and/or account service assistants to execute the operational aspects for clients.
• Prepare all reports needed for client meetings.
• Apply broad knowledge of products, services, and strategies to provide proactive comprehensive advice.
• Manage a portfolio of cliental and maintain communication with cliental
• Serve as primary strategist providing individualized solutions to preserve, educate, teach, and coach clients on the many different products and services appropriate and available for them.
• Maintain appropriate certifications and license(s) as required by the firm
• Be a leader and help develop and train other leaders in the field.
Position Summary:

- Leadership & growth opportunities
- Help families/business owners
- Work from home opportunity via ZOOM video conferencing.
- No cold calling
- Flexible schedule (full time or part-time)
- Create residual, passive, trail, 1099, and recurring income
- Build your own team, and agency
- No experience necessary, will mentorship is available through our comprehensive training program



Please forward your resume and contact information with your application.
Appointments for interviews for qualified applicants will be set up via ZOOM software.

Larry Montgomery, CEO
Home (trustedfaithfinancial.com)

Reference : Financial Consultant jobs

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