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Financial Professional

Role overview

Qualifications

  • Minimum 18 years of age.
  • Legal U.S. resident, citizen, or work permit holder with an SSN.
  • Able to pass a background screening.
  • Willing to complete licensing requirements within 60 days.

Responsibilities

  • Educate clients on financial strategies and assist in planning for their financial goals.
  • Collaborate with a supportive team and work independently to achieve results.
  • Continuously learn and apply business and financial principles to enhance your Financial IQ.
  • Build and maintain strong client relationships.

Key facts

Other skills

  • Sales
  • Teaching
  • Teamwork
  • Entrepreneurship
  • Self-Motivation

About the company

Tomlin Financial logo

Tomlin Financial

Investment Advisory & Wealth Management

We strive to take an educative approach while helping our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures by equipping them with modern-day financial education.

Company details

IndustryInvestment Advisory & Wealth Management

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Job description

Job Title: Financial Professional (REMOTE)


Company: Tomlin Financial


Location: Remote (Work from Home)


About Us:


We are on a mission to empower individuals, families, and businesses with modern-day financial education. We operate as a non-captive broker dealer, partnering with industry leaders to provide essential financial services. We're expanding, and our agency building model offers opportunities to create a passive income stream.


Position Overview:


As a Financial Professional, you'll work remotely, setting your own schedule. No experience is required as we provide full training and mentorship. If you're motivated, ambitious, and value freedom and flexibility in your work, this is your opportunity to excel in the high-income financial services industry.


Key Responsibilities:


Educate clients on financial strategies and assist in planning for their financial goals.

Collaborate with a supportive team and work independently to achieve results.

Continuously learn and apply business and financial principles to enhance your Financial IQ.

Build and maintain strong client relationships.

Learn how to build an agency utilizing our platform.

Qualities We Seek:


Values freedom and flexibility.

Self-starter with strong follow-through.

Ambitious, entrepreneurial-minded, and motivated.

Open to learning and personal development.

Personal interest in personal finance 

Sales, teaching, sports, club, or team background is a plus.

What We Offer:


Uncapped performance based income.

Residual income, passive income, bonuses, and more.

Ongoing training and mentorship.

Positive and supportive team culture.

Flexible work hours, allowing you to work part-time or full-time.

Production-based only compensation position.

Qualifications:


Minimum 18 years of age.

Legal U.S. resident, citizen, or work permit holder with an SSN.

Able to pass a background screening.

Willing to complete licensing requirements within 60 days.

Accountable with a high level of integrity, critical in this regulated and customer-focused industry

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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