Overview

We are seeking individuals for a communication-focused role connecting prospects with a financial services team.

In this role, you will speak with interested individuals, provide a high-level overview of available solutions, and schedule qualified appointments. A separate team handles all presentations and the client process.

Training and support are provided. Individuals who choose to pursue licensing may also have access to additional opportunities within financial services.

This opportunity can be approached part-time or full-time and is best suited for someone who is comfortable with an entrepreneurial, performance-based path.

Responsibilities

Communicate with individuals interested in improving their financial position

Provide a brief, high-level introduction to available solutions

Schedule qualified appointments with the presentation team

Follow up with prospects as needed

Develop and maintain referral relationships

Compensation

Compensation is performance-based and tied to completed deals resulting from appointments you help facilitate.

Earnings are generated when clients move forward after attending scheduled appointments. Additional compensation opportunities may be available for individuals who pursue licensing.

Full compensation details are provided during the next step of the process.

Ideal Candidate

Strong communication skills in a professional setting

Self-motivated and organized

Entrepreneurial mindset and willingness to build over time

Interested in a flexible, remote work environment

Open to learning a structured system

Comfortable with performance-based income

What to Expect

When you click Get Started, you’ll be able to schedule a full overview of the position.

The overview will explain how the opportunity works, what the role involves, how appointments are handled, and how compensation is structured.