Remote Financial Services Professional

World Financial Group (WFG)
PORTLAND,OR, OR Full Time
POSTED ON 10/26/2023 CLOSED ON 10/27/2023

What are the responsibilities and job description for the Remote Financial Services Professional position at World Financial Group (WFG)?

Job Description

Job Description

Looking for ambitious and entrepreneurial minded individuals to join our team of financial service professionals.

  • Remote: Work from Home or anywhere that has WiFi
  • Part-time: Set your own schedule; opportunity to expand into full time
  • Great Training Provided: No experience required

Responsibilities

As part of our national team, you will provide financial advice to clients on investing in the future, saving for education, retirement planning, and life insurance protection. You will meet with clients, complete a financial needs assessment, and present them with customized proposals to meet their financial goals.

Requirements

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners
  • 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 businesses.

Qualifications

  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 60 days
  • Accountable with high level of integrity (critical in this regulated and customer-based industry)

Lucrative Compensation

  • Uncapped 1099 / commission-based income (This is NOT a traditional W-2 role)
    • one client may be $2,000 in compensation and another may be $10,000
  • Residual income (paid from work done last year, every year)
  • Passive income (income from clientele group)
  • Bonuses, paid world travel, and more

 

    Location/Region: Portland, OR
    Financial Services Professional - Remote
    Meron Financial Agency -
    Houston, TX
    Financial Services Professional - Remote
    Meron Financial Agency -
    Austin, TX
    Remote Consultant - Financial Claims
    Get It Recruit - Professional Services -
    Scottsdale, AZ

    For Employer
    Looking for Real-time Job Posting Salary Data?
    Keep a pulse on the job market with advanced job matching technology.
    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    Sign up to receive alerts about other jobs with skills like those required for the Remote Financial Services Professional.

    Click the checkbox next to the jobs that you are interested in.

    • Concept Development Skill

      • Income Estimation: $70,500 - $91,899
      • Income Estimation: $70,773 - $95,021
    • Conceptual Design Skill

      • Income Estimation: $70,500 - $91,899
      • Income Estimation: $71,112 - $93,747
    This job has expired.
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Remote Financial Services Professional jobs in the PORTLAND,OR, OR area that may be a better fit.

    Financial Services Professional - Remote

    Meron Financial Agency, Dallas, TX

    Financial Services Professional - Remote

    Meron Financial Agency, San Antonio, TX