Licensed Financial Representative
Remote
What's Great In The Job?
About UsOur company's vision is to provide a holistic view of personal and professional financial advice for organisations and people long term. This vision includes providing options and key solutions that are otherwise missed by typical professionals. As an established professional organisation, it is our mission to continuously develop a team of world class professionals who are able to provide strategic growth and opportunities for the communities in which they serve unlike any other.
About the role
As a Financial Representative, you will be supporting clients throughout their financial journey. This includes but is not limited to creating financial plans, quotes, completing applications, calling leads and more. You role is about building relationships and maintaining those relationships long term.
Responsibilities
- Creating Financial Plans
- Working with External Clients – New and Existing
- Closing Client Leads – Making Calls, Sending Emails and Text Messages
- Building Financial Plans
- Other duties as otherwise determined
Essential Keys
- Remote Work from Home or in our Flex Offices across the Country
- No office or desk fees
- Great team of highly driven people, in a friendly and open culture
- Lead Generation so you don't have to find clients
- No micro-managers or leadership that is top down
- No waste of time in enterprise processes, real responsibilities and autonomy
- Expand your knowledge of various business industries
- Create financial plans that will help our clients well into their future
- Real responsibilities and challenges in a fast evolving company
Please Complete the Following Employment Survey Prior to Interview - Employment Survey
Responsibilities
- Optimize and Complete the Sales Cycle
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Achieve monthly sales objectives if opted for Lead Generation
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Qualify the Customer Needs through a Discovery Meeting
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Create and Customize Financial Plans
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Minimum of a HLLQP Certification
Must Have
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Clean Criminal Background Check
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Laptop with Webcam and Cell Phone
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Fluent English Speaking
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Minimum of 18 Years of Age
- Valid Citizenship or Permanent Residency
- Self-Driven, High Personal Accountability
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Credit score of 650 + (no active consumer proposals or bankruptcy)
Nice to Have
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Outside Sales Experience
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Customer Service Experience in a Financial Capacity
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Networking Skills
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Strong Personable Skills
What We Offer
Each professional has a chance to see the impact of their work. You can make a real contribution to the success of the company.
Several activities are often organized all over the year, such as weekly team sessions, team building events, annual conferences, trips and incentives and more!
Perks
Full-time & Part-time positions available depending on evaluation and placement.
Attractive Commission Compensation Package
Training
Internal and External Training Available through our Product Partners and Envest
Team Sessions
Throughout the Year we will host live team building events to help you growth and develop as a professional
Events
Annual conferences and events help you get away to focus on creating your personalized vision in a setting away from distractions all while enjoying the company of other professionals
