About the Job

We are an independent financial brokerage based in New York with over 40 years of experience and 30,000 happy clients. Our firm is partnered with Transamerica Financial Advisors, Fidelity, Nationwide, Athene, and many more A-rated companies to provide financial education and solutions for our clients. This business opportunity allows you to join a team of ambitious entrepreneurs and financial consultants growing financial services businesses. Most start part time and weave this position into their schedule, eventually going full time if they choose, or stay part time to grow a second income stream.

You will receive weekly training and a personal group of experienced mentors. Our most ambitious financial consultants receive quick leadership advancement and grow their divisions accelerating their career. Typically, our client payout ranges $2,000-$20,000 upfront.

What Do We Do?

We offer a wide range of financial services, including:

Retirement Planning
401K and IRA rollovers
Life Insurance Planning
Fixed and Indexed Annuities
Small Business Protection Plans
Long Term Care
College Planning
Estate Planning

Who Do We Look For?

REMOTE work from home
Lucrative Career Change
Additional Stream of Income
Ownership of a business/Entrepreneurial
Commission, Residual, and Passive income
A career in the financial sector
Mentorship and Personal Development
Love Sales & Growing Relationships

Responsibilities & Training Program (First 30 Days)

You are able to start part time or full time. Many of our new partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from W2 into running their book of business and eventually sales team.

Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule and complete the following:

Acquiring your Life & Health License
Attending weekly virtual trainings, completing field trainings
Marketing and growing weekly virtual trainings, completing field trainings
Marketing and growing the foundation to your business
Developing lead generating systems and creating a business plan
Identifying first clients and potential partners
Marketing and branding yourself as a financial professional

You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.

***REQUIREMENTS***

Background Check & Clean record
USA Citizen with valid social security number
18 years of age at minimum
High level of integrity and moral compass
Owning the foundation to your business
Developing lead generating systems and creating a business plan
Identifying first clients and potential partners
Marketing and branding yourself as a financial professional

You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.

***REQUIREMENTS***

Background Check & Clean record
USA Citizen with valid social security number
18 years of age at minimum
High level of integrity and moral compass
Able to complete licensing in 30 days