Retirement Specialist

Flexible Schedule

• Set your own hours, with the ability to work full-time or part-time (5-40 hours per week). No Experience Required
• Comprehensive training and mentorship provided. Preferred backgrounds include customer service, management, retail, or hospitality. As a Financial Professional, you'll empower clients from diverse backgrounds by providing financial education and personalized planning. You'll help individuals, families, and business owners achieve their short
• mid
• and long-term financial goals through retirement planning, college savings, investments, and insurance solutions.

Our mission is to build confidence in our clients' financial futures using innovative technology, trusted expertise, and a client-first approach. Desired Characteristics Commitment to personal and professional growth. Strong communication and interpersonal skills. Leadership experience or a desire to develop leadership abilities. Passion for making a positive impact in the financial industry. Ability to thrive in both collaborative team settings and independent work. High integrity, with a focus on prioritizing clients' best interests. Key Responsibilities Conduct professional virtual appointments through our firm's online platform. Build and maintain trusted client relationships, providing ongoing financial guidance. Manage your calendar, client portfolio, and operational tasks efficiently. Prepare and recommend tailored financial plans, including data entry and report generation. Stay current on financial products, providers, and industry trends. Mentor and guide new representatives as needed, adhering to company standards.

What Sets Us Apart Fully Remote Work :

Operate from anywhere with cutting-edge virtual tools.

Flexible Roles :

Choose between full-time or part-time commitments.

Innovative FinTech :

Leverage industry-leading technology to deliver exceptional client experiences.

Supportive Culture :

Join a team that prioritizes personal fulfillment and professional growth.

Growth Opportunities :

Potential for future agency ownership and leadership roles.

High Client Retention :

Benefit from our industry-leading persistency rates. Qualifications Minimum age of 18 (25+ preferred). Legal U.S. resident, citizen, or work permit holder with a valid SSN. Ability to pass a background check. Willingness to complete licensing requirements within 30 days. High level of accountability and integrity, critical for a regulated, client-focused industry. Entrepreneurial mindset, with a drive to build and grow as a business partner. We Offer Comprehensive training program, no prior experience needed. Opportunity to work in the #1 growing financial industry. Meaningful work mentoring, teaching, and serving clients. Access to financial planning services for personal use. Referral program to expand your network.

Compensation & Benefits Earning Potential :

$0.01

• 100,000 per year, based on performance.

Flexible Schedule :

Control your workload and hours.

Supplemental Pay :

Performance-based bonuses and commissions.

Pay:

$0.01

• $100,000.

00 per year

Benefits:

Financial planning services Professional development assistance Application Question(s): Are you located in the United States or Canada?

Education:

High school or equivalent (Required)

Pay:

$0.01

• $50,000.

00 per year

Work Location:

Hybrid remote in San Jose, CA 95138