What are the responsibilities and job description for the Wealth Strategy Associate position at Promiselandinsurance?
Are you looking for a career that offers long-term financial growth through a structured, logical approach? We are seeking detail-oriented, analytical individuals to join our team as Wealth Strategy Associates. This position offers a clear path to success with comprehensive training, a proven framework, and measurable outcomes perfect for those who value both stability and strategic growth.
Why This Position Makes Sense for You:
- No Experience Required – Our step-by-step training program is designed to ensure you develop a strong foundation in wealth strategy.
- Clear Earnings Model – With commission-based pay, performance bonuses, and a scalable income structure, your growth will be directly tied to your results.
- Career Flexibility – Whether part-time or full-time, this role provides you with the flexibility to design a schedule that fits your lifestyle while maintaining a strong career trajectory.
- Long-Term Impact – Help individuals and families make well-informed, data-driven financial decisions to secure their future while building your own wealth.
Your Responsibilities:
- Licensing & Certification – We’ll guide you through the Life & Annuity Pre-Licensing Course and exam (214) so you can confidently begin your career.
- Strategic Client Management – Work closely with clients to analyze their financial situation, offer tailored strategies, and build long-lasting relationships.
- Business Development – Implement a proven, systematic approach to grow your client base and expand your practice.
- Ethical Decision-Making – Use transparent, logical strategies to ensure clients make the best possible financial choices for their future.
What We’re Looking for in a Candidate:
- Analytical Thinkers – You enjoy breaking down complex problems and using data-driven insights to find solutions.
- Detail-Oriented – Your ability to focus on the finer details ensures that you consistently deliver accurate and thoughtful advice.
- Strong Communicators – You’re comfortable explaining complex financial concepts in a straightforward and clear manner.
- Self-Disciplined & Goal-Driven – You excel in environments where you can work independently, set clear goals, and follow through on strategies.
- Adaptable & Tech-Savvy – Comfortable using modern tools and strategies to track progress, build relationships, and streamline operations.
What You Can Expect from Us:
- Competitive Compensation – Weekly commissions, performance-based bonuses, and an unlimited earnings potential based on your effort and results.
- Comprehensive Training & Mentorship – Ongoing guidance from experienced professionals who will provide you with the knowledge and tools to succeed.
- Clear Path for Advancement – Merit-based promotions and leadership opportunities based on your performance and long-term contributions.
If you’re ready to build a career founded on long-term growth, strategic decision-making, and a data-driven approach to wealth management, we want to hear from you. Apply now and take the first step toward achieving both professional success and financial independence.
Job Types: Full-time, Part-time
Pay: $60,000.00 - $100,000.00 per year
Expected hours: 25 – 40 per week
Benefits:
- Financial planning services
- Flexible schedule
- Life insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Altamonte Springs, FL 32714 (Required)
Ability to Relocate:
- Altamonte Springs, FL 32714: Relocate before starting work (Preferred)
Work Location: In person
Salary : $60,000 - $100,000
