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Now Hiring - Indexed Financial - Financial Professional in Charlotte, NC
Financial Professional in Charlotte, NC
Indexed Financial
Base Salary $85K - $100K/yr
Total Comp: NA
Qualifications Years In Sales
Industry: Professional Services
Benefits:
yesCustomer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
To Whom
Location:
Charlotte, NC
0
Full description of the position
Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners. Develop knowledge about diversified, balanced, resilient and risk-free financial strategies and business concepts. Understand fixed, flexible and variable investment, protection and preservation methods that help clients achieve their specific outcomes. Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families and businesses. Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation. Build meaningful and lasting relationships and experiences with clients, business associates and partners. Expand business, management and leadership skills working with clients, team members, and new associates. Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and business. ARE YOU : ethical, intentional, accountable, confident and a driven individual who desires to learn, grow, self-improve and move their goals forward? a people-person who genuinely cares about delivering high-quality and high- touch experiences that build positive connections and long lasting relationships? teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ? interested in learning financial synergy principles, law of acceleration and other strategies related to compounding, investments, time and business that produce exponential outcomes? open to investing in your career, complete baseline combination license within 30 days and continuing education to meet regulatory requirements working in the financial services industry? COMPENSATION : commission income with no ceiling or cap (one client may result in$2,500 and next may be $30,000) residual income(annual client contract anniversary) passive income base (agency development) equity asset(appreciating business ownership that can be sold or passed to family) bonuses(monthly, quarterly, team, stock options, travel) KEY BENEFITS: Option to work remotely by computer and phone (in the office, at home or anywhere) Choose area of interest and work flexible hours High income trajectory and career growth Professional industry (training and license) with clear advancement path to management and business ownership No prior formal industry experience required Learn financial strategies to improve personal knowledge and help others BASE QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen or Work Permit with SSN Able to complete licensing requirements within 30 days Accountable with high level of integrity (critical in this regulated and customer based industry) KEY RESPONSIBILITIES: Study, learn and execute with on-the-job training Shadow client meetings, plan designs and presentations Initiate financial needs analysis while providing exceptional and professional customer service Participate in marketing and expansion strategies and efforts Consult, educate and connect clients with relevant financial strategies and services PREFERRED QUALITIES: Accountable and Ethical (do what you say you will do) Ability to work independently with strong support team and training Consistent and excellent at follow-through and task completion Self-Starter and goal oriented Teachable and open to becoming Professionally trained EMPLOYMENT TYPE: Full or Part-Time COMPENSATION: Standard Beginning Annual Compensation Year Over Year Increasing Income ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families and businesses with short, mid and long term financial goals: retirement planning, college and life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business minded individual is motivated to invest their time to learn, serve others and establish relationships. Partner commission based position (1099; not a W2). NO prior certification, experience or education necessary. Work from home or remote; an online career during and after Covid-19. We have a strong and resilient history working with students, graduates, military, professionals and diverse ethnicities to develop high-touch financial professionals and leaders in a profession and lucrative industry. Job Types: Full-time, Part-time Pay: $85,000.00 - $100,000.00 per year Benefits: * Flexible schedule * Health insurance * Paid time off * Tuition reimbursement * Work from home Supplemental Pay: * Commission pay License/Certification: * Life & Health Insurance License (Preferred) Work Location: RemoteIndexed Financial
Indexed Financial
is currently hiring for
2
sales
positions
Indexed Financial has openings in:
NC
The average salary at Indexed Financial is:
2 Yes (amount not posted)
Indexed Financial
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Indexed Financial
Indexed Financial
is currently hiring for
2
sales
positions
Indexed Financial has openings in:
NC
The average salary at Indexed Financial is:
2 Yes (amount not posted)