[Remote] Entry Level Financial Professional
Note: The job is a remote job and is open to candidates in USA. reputed company Capital Group is a rapidly growing financial services firm seeking driven and coachable professionals. The role involves meeting with clients to assess financial goals, recommending customized solutions, and applying concepts in wealth protection and retirement planning.
Responsibilities
- Meet with clients (virtually or in-person) to assess financial goals and recommend customized solutions
- Use our proven systems and support tools to deliver high-quality service and build trust
- Learn and apply concepts in wealth protection, tax-advantaged growth strategies, retirement planning, estate planning, and life insurance
- Collaborate with reputed company mentors to grow your skillset and impact
Skills
- Must be at least 18 years old (federally required)
- Must live in the U.S. and be eligible to work here
- Must be able to pass a background reputed company (no felonies)
- Must be willing to obtain a Life & Health Insurance License (we provide guidance and support through the process)
Benefits
- Flexible schedule
- Work from home
Company Overview