[Remote/WFM] Financial Services Consultant

Become a key member of our collaborative team as a Financial Services Consultant! This role is located at our Remote facility. This position requires a strong and diverse skillset in relevant areas to drive success. We offer a clear and simple compensation of a competitive salary for this position.

 

 

Wealth Guardians is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates. We approach our days with honesty, integrity, and respect. We are a systems-driven company that shares growth and opportunities with everyone. The success of Global Financial Impact is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually. We are family-focused, with a dream to make Global Financial Impact a thriving home for our agents, managers, and support staff. Global Financial Impact was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive. You will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership. 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. KEY FEATURES TO CONSIDER: - 1099 Commission-based income with UNCAPPED income potential which includes personal clients, bonuses, and renewals. - GAP/Transition - Part-time / Full-time opportunity - 100% remote and flexible schedule - Mastermind level training program with direct access to your leadership and even the upper echelons of the organization - You do not need prior experience in the Financial Services Industry to be successful. We are looking for ambitious individuals who have life experience, drive, passion, and a dedication to helping others. - A proven career with advancement opportunities - all self-driven 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 Qualifications: • Minimum 18 years of age • Legal U.S. Resident, Citizen, or Work Permit with SSN • A soft background check required • Able to complete licensing requirements within 30 days • Strong Entrepreneurial spirit. Preferred Qualities: • 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 • *If you are not licensed in your resident state, we will help you get into a course to prepare and pass your exam, but you are expected to be able to pass your test for your state within 7-10 days.** Apply Job!

 

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