What are the responsibilities and job description for the Financial Educator position at Financial Pro Network?

Job Description

We teach our clients how to grow their money, pay zero taxes on the growth, with no losses and having liquid access while assigning their money dual and triple earning purposes simultaneously.

If understanding how to earn and multiply money is a passion for you and you have experience in this field, and / or you'd like to learn, AND you'd like to teach others what you've learned, and get paid very well for it, this is an opportunity you do not want to miss.

We at Financial Pro Network are seeking a ambitious, passionate and creative learners to join our team. You are encouraged to apply even without finance or insurance experience. Full Training Provided.

Once trained, the ideal candidate will play a crucial role in educating clients on different financial concepts and principles, assisting clients with building a solid understanding of certain types of investment vehicles, helping clients to make informed and well disciplined financial decisions for now and for their future, and ensuring compliance with industry regulations and laws.

This position requires excellent customer relationship management skills.

Duties

Attend company and community events, company meetings and trainings
Host regular educational meetings with clients. One on one and in groups
Provide clients with information on various investment vehicles, including fixed, variable, and indexed accounts
Make informed and calculated reccomendations for alloaction of their funds.
Assist clients in understanding terms, conditions, and limits.
Maintain accurate records of client interactions and transactions.
Collaborate with other departments to ensure seamless service delivery and client satisfaction.
Stay updated on industry trends, regulations, and best practices related to insurance and financial planning.
Support clients with estate planning and portfolio management strategies as needed.
Conduct regular follow-ups with clients to ensure ongoing satisfaction and address any concerns.
Provide accurate feedback to your leadership team so they can make adjustments as needed

Requirements

You must like people and getting to know new people

You must have a good attitutde and a winning mindset

It is prefered that you have 1, 5, 10, & 20 year goals written.

You must write a cover letter about why you would like to be chosen for this role

Please include your 1,5,10 & 20 year goals in your cover letter

Must be a good listener

Must be coachable and willing to learn and grow

Customer service, retail, or sales experience is a plus

Some experience in the insurance or financial services industry is preferred. Not required. You may still apply if you do not have finance or insurance experience. We will train you.

Preferred people and networking skills for creating and maintaining new relationships

You must be over 18.

Exceptional customer relationship management skills, with the ability to build rapport with clients effectively.

Strong analytical skills for assessing client needs and providing tailored solutions.

Ability to work independently as well as part of a team environment.

Must have a life, accident and sickness insurance licesnse. (If you do not have one yet we will help you get one)

If you are passionate about helping people and you want to learn how money works and help us teach others how money works and get paid for it, you are encouraged to apply. This is an opportunity to be inlcuded in an environement of many 6 and 7 figure earners and learn directly from them.

It is encouraged that you have at least some sort of part time income while being trained as this is a commission only role. Onboarding, licensing and training can take 30-60 days.

That said, once you are onboarded, licensed and trained the comissions are very generous.

If you want to start earning money before you are fully trained there are options for making commissions on client referral transactions once you have a license.

Job Types : Full-time, Part-time, Contract

Pay : $60,000.00 - $250,000.00 per year

Expected hours : 10 – 20 per week

Compensation Package :

1099 contract

Bonus opportunities

Commission pay

Work Location : Remote

Salary : $60,000 - $250,000

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