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Financial Associate - Remote (GTA)

Experior Financial Group

compensation: 100% commission-based; ranging from 70% up to 130%
employment type: employee's choice
job title: Financial Associate
POSITION SUMMARY

As an associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional & friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice. You'll own your book of business from day one & work towards reaching promotions based on personal production, while building a team!

**THIS IS A COMMISION-ONLY POSITION**

RESPONSIBILITIES

Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, & providing end-to-end guidance.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current & potential customers.
Help clients identify risk & manage it appropriately, by understanding the latest developments in the financial world & sharing with client’s information that can help them make informed decisions.
Complies with all the company's risk & regulatory standards, policies, and controls.

QUALIFICATIONS

• Strong oral and communication skills.
• Knowledge of Insurance and Investment products.
• Strong organizational and time management skills.
• Attention to detail and accuracy in work.
• LLQP licence (nice to have)

WHAT WE PROVIDE:

• Hands-on field training and coaching.
• An extensive back-office system with 24/7 content library and broker support resources.
• A competitive compensation plan.
• Affordable licensing programs for unlicensed candidates.
• Corporate ownership and equity opportunities.
• Own your Book of Business from day 1.
• Residual income on settled business.
• Leadership conferences, gala and awards.

**YOU MUST BE A LEGAL RESIDENT OF CANADA/USA AND HAVE A MAILING ADDRESS IN THE USA OR CANADA**

https://louddoc.com/introductiontoexperior2022version2#page=1

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post id: 7750515893

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