Job Details

Jacksonville, United States

Take charge of your career path with complete daily autonomy. We are seeking goal-oriented individuals to guide clients toward financial security through customized planning solutions. Benefit from an established brand, top-tier tools, and collaborative team support.

Key Responsibilities

• Reach out to prospective clients via social channels, phone, and networking.
• Conduct virtual assessment meetings to uncover financial vulnerabilities.
• Present customized, value-driven strategy recommendations.
• Maintain proactive communication to build long-term client confidence.
• Complete mandatory compliance and skill enhancement modules.

Qualifications

• Strong ethical foundation and personal accountability.
• Ability to break down complex concepts into simple, actionable steps.
• Entrepreneurial ambition geared toward performance-based compensation.
• Organized approach to running an efficient remote operations setup.
• Previous experience in sales or client-facing roles is helpful but not required.

Benefits

• Uncapped Commission Structure: Direct payouts tied strictly to production.
• Total Workplace Freedom: Flexible scheduling tailored to your life.
• Comprehensive Mentorship: Paired with experienced mentors from day one.
• Health Plan Access: Options available for medical and life insurance.
• Recognition Incentives: Top-producer clubs, bonuses, and destination trips.