Associate Consultant

Associate Consultant

Responsibilities

Review financial topics learned from company and industry leaders and become certified as a financial educator. Collaborate to provide outstanding customer service in a team approach.

Present financial programs and plans to help individuals, families, and businesses achieve financial goals through education and wealth-building success strategies.

Qualifications

Qualities we're looking for:

Entrepreneurial ambition

Integrity, ethical and a strong sense of morality.

Strong interpersonal skills

Passion for making a difference and helping people.

Self-motivated, accountable, and a team player.

Ability to receive coaching and feedback.

Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements

Must be over the age of 18

Some college; BS/BA preferred

Driver's License

Background check required - No criminal history whatsoever except minor traffic violation.

Willing to obtain a state license if you do not have one yet.

2-3 years of customer service/client interaction recommended (not required)

Compensation

Varying levels of referral, part-time, and full-time work allow you to build and scale your own financial entrepreneurial potential with unlimited possibilities. Financial knowledge, best practices, and strategies are provided for life insurance protection, retirement, savings and education planning to help you become a licensed agent and subsequently help your clients build better futures.