Demo

TRAINEE FINANCIAL PLANNING AGENT

Rowland Investisure
TX Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 6/9/2025

Job description

Change your career while making an impact on peoples lives.

Full training and mentorship program in sales, finance, leadership, and entrepreneurship!

Are you ready for a new challenge and lead your own path to success? It s time to embrace your entrepreneurial spirit and make a lasting impact on your community. At our firm, we believe in empowering individuals like you to drive meaningful change and build a sustainable career. If you have a passion for sales, management, leadership, and business ownership with a desire to leave a lasting legacy or if this resonates with you, submit your resume for consideration into our selection process.

Responsibilities :

Here at Rowland Investisure we have a clear focus and mission : Changing lives & being a part of change!

What are the statistics?

  • 62% of Americans live paycheck to paycheck
  • The average American has 4,000 in their savings account
  • The median American account balance has 182,000 in their retirement account
  • Finances are the #1 cause of divorce in America

Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education.

We are looking for individuals who are passionate about impacting their community, making a difference and bringing the American Dream back. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves.

A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision.

Qualifications :

You could be right for this opportunity if you have :

  • Entrepreneurial mindset
  • Experience building meaningful relationships.
  • Interpersonal skills for success in client-facing roles.
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship.
  • MUST be located in the United States
  • Please respond to the application questions that will be emailed
  • Well invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help you succeed, including :

  • In-house weekly training
  • Exceptional leadership
  • Excellent team culture
  • 100% Remote to allow you to spend time with your loved ones.
  • Flexible work from home, virtual schedules
  • Proven lead system, auto-generated meetings everyday
  • Uncapped earning potential, 100% commission based
  • If you are bold enough and are willing to go the extra mile to deliver outstanding service, we want you! Apply now and send us your resume to become a member of our growing team of experts. One of our Expansion team members will be in touch as soon as possible!

    Thank you!

    About Company

    At Rowland Investisure , we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing wealth management company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a sector-led approach.

    As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips around the world, as well as a team trip every year.

    Complementary training is completed in-house 2 to 3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent s own financial literacy.

    Job Types : Full-time, Part-time

    Pay : $75,000.00 - $150,000.00 per year

    Benefits :

  • Flexible schedule
  • Professional development assistance
  • Retirement plan
  • Schedule :

  • Monday to Friday
  • Work Location : Remote

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    Salary : $75,000 - $150,000

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