Frankie Mendoza - Independent Financial Professional

05/07/2022

Introducing an opportunity that you can start part-time to create additional income and may lead to full time business.

As a Financial Professional, you will be responsible for educating people about how money works. Helping them save and earn more money. Focusing on Increasing their cash flow, building an emergency fund, eliminating debt, proper protection, build wealth and preserve wealth. Your strong attention to detail, experience with accounting, numbers reconciliations, batching, or previous commission processing work will be beneficial to your success, as you calculate, reconcile, and process commissions in a timely and accurate manner. You will be able to work in a fast paced, friendly office environment. This opportunity also requires excellent customer service skills and the ability to multi-task and solve problem quickly.

What Success Looks Like:

Being Coachable
Passion of helping others
Grow a team of financial professional
Shows positive attitude
You will feel good about helping people protect their families
You will feel like you’re making a sincere difference in people's lives making their dreams and goals come true.
You will create long term relationships with your clients who will appreciate what you do for them.
Get compensated from the services you provide
Leadership Development Skill and Educational Experience

Requirements:

Must have a Life Insurance License (or be able to obtain one)
Background of financial sales or knowledge of financial products helpful but not required
Be able to operate in an entrepreneurial environment
No Financial Services Experience Necessary
Excited to take new challenges everyday

Benefits:

Test Drive the Opportunity: Start Part-Time and Decide later
Leadership Training
Financial Knowledge
Financial Independent
Become knowledgeable to vast financial products
More spare time (Eventually)
Set your own deadline
Meet and Help new people
Build a team or teams
Flexible hours and Work from anywhere (You must be licensed and appointed in the states where you conduct business)
This not a JOB. This is an independent contractor opportunity. If you’re business minded and want more for your future and family, have a passion of helping others. Let's schedule an interview.

05/07/2022

Are you ready to take your Leadership skills to the next level? Seeking leadership role with positive attitude that is ready to take on the world ahead. Whether you are looking for a part-time work or full-time career. Someone who is passionate individual who wakes up every morning to look forward on helping others and educate families. Our company have helped millions of families nationwide and we need YOU to help millions more.

Experience would be ideal but not required. Licensed is not required upon accepting the opportunity. A state Producers Life License, passing a background check and being appointed will be required to provide financial services and receive compensation.

You will be entering into an initial Leadership Training Program that will take your skills to the next level. Continuing education that will keep you compliant and updated to the latest financial products.

Key Responsibilities:

* Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews.
* Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information
* Deliver a full range of goals-based financial service / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the latest company provided planning tools, techniques and strategies
* Manage the team's client profiling process by leveraging all company resources
* Deliver holistic goals-based financial solutions to clients
* Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews
* Fulfill continuing education requirements to maintain designation(s)
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Complete required training, obtain industry licenses and maintain continuing education requirements
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and through collaboration deliver the full resources

Qualifications:

* Strong analytical skills
* Ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation
* Ability to assess needs of clients and recommend appropriate solutions/interventions
* Ability to work collaboratively on a team and with key partners
* Ability to listen and probe for clarity and understanding
* Ability to source clients through prospecting and networking
* Ability to work in an environment where the majority of your compensation is tied to your performance
* Goal and results oriented
* Highly effective communication skills (written and verbal)
* Ability to engage with and influence others
* Solid follow-through skills
* Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
* Self-motivated, independent, and resourceful
* Has integrity, honest, dependable and credible
* Exceptional customer service skills
* Must obtain great listening, writing and communication skills
* Must be punctual with positive energy
* Team player and willing to get hands dirty
* Be familiar with data processing & Microsoft/Apple products
* Dedicated, enthusiastic, strong work ethic
* Excellent at answering phones
* Managing a schedule
* Strong leadership by leading others
* MUST ATTEND ALL meetings, trainings and events. NO EXCEPTIONS.
* Quick learner
* Hungry to learn/Open minded
* Must be able to obtain a state Producer or Life Insurance License

Job Type:

*This is an independent contractor opportunity
*Part-time / Full-Time

05/07/2022

Looking for self-driven individuals who have an interest in truly understanding finances and have a passion to help families improve their financial situation. Learn How Money Works and teach others! Training will be provided by our team with years of experience in the financial industry. Have that entrepreneurial mindset and willing to learn new skills. Start part-time or full-time and work from anywhere.

Key Responsibilities:

* Work with clients on financial strategies and other financial decisions
* Assess clients' assets, liabilities and overall financial conditions
* Prepare presentations that recommend various financial products
* Review and communicate portfolio performances to clients
* Network and build relationships with new and existing client base

Qualifications:

* High School Diploma or College Degree
* Ability to handle multiple tasks
* Fast learner on fix annuity products and services
* Ability to build rapport with clients
* Strong analytical and critical thinking skills
* Strong written, verbal communication and interpersonal skills
* Ability to acquire state license through the Department of Insurance

Seniority Level:
* Associate

Industry:
Financial Services

Employment Type:
* This is an independent contractor opportunity
* Part-time / Full-Time

Job Functions:
* Finance
* Training
* Sales

08/09/2021

Understanding how capital gains are taxed may help you refine your investment strategies.

05/09/2021

05/04/2021

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

05/03/2021

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.