
Financial Career Path
5 days ago
As a trainee in the field of financial advisory, you will embark on an entrepreneurial career with a performance-based income. The company prioritizes the client's best interest by offering solutions from multiple insurance and investment partners.
Meaningful Work
You will help clients achieve their long-term goals and feel proud of your impact. Your work will be fulfilling, making a real difference in people's lives.
Independence
You will not be tied to a single insurer; instead, you will have the freedom to offer tailored advice to your clients, ensuring they receive the best possible outcomes.
Qualified Leads
You will receive a steady stream of potential clients monthly, eliminating the need to chase business manually. This ensures you can focus on building relationships and providing excellent service.
No Marketing Costs
The company covers all marketing expenses, including webinars, workshops, and events. This means you can focus on growing your business without worrying about advertising expenses.
Mentorship Program
You will have access to clear career tracks and guidance from experienced advisers. This program will help you navigate your career and achieve your objectives.
- Conduct comprehensive financial needs analyses in insurance, investments, and retirement planning
- Build and maintain long-term client relationships
- Use digital tools to engage clients effectively
- Complete relevant licensing exams
- Participate in training and team activities
Requirements:
- A polytechnic diploma or degree; no experience is required, as training is provided
Your Growth Potential
Growth Opportunities:
- 100% commission-based earnings: $30,000-$60,000 in year one, top performers exceed $100,000
- Growth opportunities: MDRT career path, mentorship, and structured development
- Work-life balance: flexible schedule; your effort determines your income
- Entrepreneurial success: build your own business within a supportive framework
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