Build Your Legacy Now | Entry Level Financial ...

Company DescriptionAt Build Your Legacy Now, we are more than a financial services company"”we are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future.We believe financial literacy and access to personalized financial strategies should be universal. That's why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations.Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for life's most significant events. Whether it's preparing for retirement, safeguarding a family's future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence.At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time.Role Description: Entry Level Financial Sales Position (Remote)We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, you'll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, you'll build lasting partnerships that deliver real value for their financial futures.Key ResponsibilitiesConduct virtual consultations to understand clients' financial needs and goalsRecommend customized life insurance and annuity solutions that align with client objectivesBuild and maintain long-term client relationshipsUse innovative thinking to address challenges and provide personalized solutionsDeliver professional, client-focused service in every interactionQualificationsRequired Skills and ExperienceExceptional communication and interpersonal skillsProven sales and negotiation abilitiesSolid understanding of financial products and servicesSelf-motivated with the ability to work both independently and collaborativelyStrong organizational and time-management skillsProficiency in Microsoft Office SuiteAbility to work with diverse client needs and adapt to varying levels of financial understandingExperience in managing and nurturing client relationships over timeAbility to handle objections professionally and maintain persistence in sales effortsComfort with technology, including video conferencing tools and CRM softwareAdditional QualificationsDetail-oriented with a focus on accuracy in documentation and processesAbility to handle confidential and sensitive information with professionalismStrong decision-making skills and ability to manage multiple tasks simultaneouslyAbility to work under pressure and meet sales targetsA basic understanding of taxes, retirement planning, and estate planning principles is a plusPreferred ExperienceActive Life Producer's LicensePrevious experience in sales or financial services, particularly in insurance or wealth managementKnowledge of annuities, long-term care insurance, or other supplemental insurance products is a plusPersonal QualitiesIntegrity, reliability, and a caring attitudeA natural listener and effective communicatorAmbitious, with the heart of a teacher and the vision of a leaderPositive, relatable, and passionate about helping othersDedicated to making a meaningful impactProfessional in appearance and demeanorA lifelong learner with a growth mindset and a desire to continually improveCompensationThis position is commission-based, with competitive earning potential:Part-Time: $45,000-$60,000 (average)Full-Time: $97,000-$145,000 (average)Why Join Us?At Build Your Legacy Now, we offer:Work-life balance: You design your own scheduleCompetitive compensation: Unlimited earning potentialFully remote work: Conduct client meetings via ZoomCareer growth: Opportunities for professional development and advancementDiverse teamwork: Collaborate with a supportive and inclusive teamCompany culture: Celebrate achievements with team events and gatheringsIf you're passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Let's build legacies together!

Created: 2025-01-22