Covid-19 HAS NOT Affected OUR Business
Only Serious Inquiries
Our mission as a leading investment management firm is to help our clients achieve their long-term and short-term financial goals.
We know our team is the key to the middle class/Main street America and we are always looking for talented individuals who will share our commitment to our client’s financial success.
If you’re looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available with us.
1. Do you enjoy helping people?
2. Are you solution oriented and a problem solver?
If yes to any of the questions above, you may qualify to be part of our winning team.
A typical day may involve engaging with retirement plan participants and colleagues to solve problems and may include data entry, reviewing transactions, and verifying correspondence for accuracy. Meeting with potential clients.
Our diverse associates—career changers—come from a variety of college majors and work experience.
In this position, you’ll have challenging work experiences and opportunities to learn and collaborate with a team that is passionate about serving clients as well as their communities. This IS THE Only Career That CAN Change Your Life/Community.
The knowledge you’ll gain about financial markets, and investing concepts will enable you to grow your skills in this position and build a rewarding career path/Life with the team.
We’re committed to providing internal mobility for our associates and offer you the opportunity to make an outstanding income that will surpass our competitors. Many associates develop their skills in this position and advance their career within the firm by moving to roles in other areas.
You may also be successful in this role if you’re:
a problem solver who’s good at making timely decisions
someone who likes to work on more than one project at a time
analytical, with a knack for investigating adept at utilizing Windows applications and other computer skills to identify solutions
Income potential is outstanding
Make your own hours
No quotas (No Pressure sales)
Compete for two all-expense paid company trips
Merit increases and bonuses
Business casual environment
Financial Experience Preferred, but not required. We will teach you our company concepts and strategies. We will train you!
If you have an Active Life Insurance and Investment Licenses your process will go faster!
Job Types: Full-time, Part-time, Commission
Salary: $25,000.00 to $150,000.00 /year
English or Spanish (Preferred)
Work from home
Professional development assistance
More than 9 months
Typical deal size:
Office or call center
Less than 1 month
Only full-time employees eligible