Retirement Planning Specialist (Remote & Flex Schedule)

Position at a Glance:

• Compensation: a competitive salary
• Company: Workwarp
• Position: Retirement Planning Specialist
• Start Date: Immediate openings available
• Location: Remote

 

 

We are currently experiencing unprecedented growth and are seeking individuals who are passionate about finance to join our team. As the nation undergoes the largest wealth transfer in history, the demand for financial services professionals has never been higher. At our firm, we believe in empowering people from all backgrounds with the knowledge and expertise to achieve their financial goals... Through strategic partnerships with top 100, Fortune 500 companies, we offer complimentary financial plans to individuals in need. We are looking for individuals who are dedicated, possess excellent communication and customer service skills, and have a genuine desire to help others. This position offers a training program that equips individuals with the skills and knowledge to become successful financial professionals, with potential opportunities for advancement into management and leadership roles. No prior experience is necessary for this position. With our comprehensive training program, you will learn how to engage with individuals, families, and business owners to understand their financial aspirations and create customized game plans tailored to their specific needs. Our financial solutions cover a wide range of areas, including retirement planning, wealth accumulation, college planning, investments, and insurance. Whether you are seeking a full-time career change, a new part-time income stream, or simply looking to develop a valuable skill during these uncertain times, we offer a flexible schedule to fit your needs If you are ready to embark on an exciting journey in the financial services industry, where you can work from the comfort of your own home and make a positive impact on people's lives, apply today. Join our team and become a part of the transformation of generational wealth in our country! What We Offer: • Flexible schedule • Part-Time and Full-Time Positions Available (We recommend starting on a Part-Time basis and then transitioning to Full-Time) • Unlimited Growth Potential • Work From Home • World Class Training Program • Reimbursement toward acquiring a state-specific license Qualifications: • Minimum 18 years of age • Legal U.S. Resident, Citizen, or Work Permit with SSN • Soft background check required • Able to complete licensing requirements within 30 days • Strong Entrepreneurial spirit. Preferred Qualities: We are looking for individuals that have the following qualities and mindset: • Honesty and integrity are characteristics you live by. • You value and believe in our mission and cause. • You are constantly looking for personal growth. • You are a leader or want to learn to lead. • You are a self-starter and goal-oriented • You can work independently and work well as a team player • Marketing and Networking skills • Center of Influence Compensation (this is not a W2 income): • Uncapped 1099 / production/commission-based income (one client may be $2,500 in compensation and another maybe $20,000) • Residual income (paid from work done last year, every year) • Passive income (income from clientele group) • Bonuses, paid world travel, and more • Please read the Compensation and understand that all Financial Representatives are Commission only. Key Responsibilities: • Study, Learn, and execute with on-the-job training • Shadow client meetings, plan designs, and presentations • Analyze client financials to determine their needs and risk tolerance • Review available options for clients • Recommend which areas or services fit the client's need • Participate in marketing and expansion strategies Apply Job!

 

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Don't worry if you don't meet every single requirement. We value a great attitude and a willingness to learn above all. Submit your application today!

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