Team Lead

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Educate and assist clients in achieving financial security and tranquility

• Foster enduring client relationships by identifying needs and offering customized financial solutions

• Clearly and compassionately present and clarify financial products

• Ensure regular client follow-up to provide ongoing service and support

• Stay updated on industry products, regulations, and best practices

• Accomplish personal and professional objectives through self-discipline and motivation

⛳️ Requirements

• Authentic desire to assist others in attaining financial stability

• Capability to communicate complex information in a clear and compassionate manner

• Self-driven and motivated to establish and reach personal and professional goals

• State-specific financial licenses are mandatory

• Candidates should be ready to acquire necessary licenses, with some roles requiring them at the time of the interview

• Comfortable operating independently as well as collaboratively within a team

• Open to personal development and ongoing education

• Dedicated to ethical business practices and a client-first approach

• No candidates from California, Florida, Minnesota, or New York will be considered

🏝️ Benefits

• Extensive training and mentorship

• Flexible working hours

• Opportunities for remote work (depending on the position)

• Performance bonuses

• Residual income streams

• Unlimited income potential

• Opportunities for advancement based on merit