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Financial Consultant

Role overview

Qualifications

  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen, or Work Permit with SSN
  • Soft background check required
  • Able to complete licensing requirements within 14 days

Responsibilities

  • Engage with individuals, families, or business owners about their financial goals
  • Help create a roadmap to achieve short-term and long-term financial goals
  • Participate in an in-depth training program
  • Provide financial solutions, products, and services

Key facts

Other skills

  • Customer Service
  • Communication
  • Strong Work Ethic
  • Leadership
  • Management

About the company

Davis Family Financial logo

Davis Family Financial

Financial Services

Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

Company details

Company typeStartup
IndustryFinancial Services
Company size11 - 50

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Job description

Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.


This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.


There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


THIS POSITION IS 100% PERFORMANCED BASED. Promotions are STRICTLY based on your performance. There is no quota system, you have complete control on how and when you want to work.



Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

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Marcus Rivera

Chief Revenue Officer

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