Remote Position
[Remote] Financial Strategist
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Profectus Ventures seeks a Financial Strategist & Leadership Partner to help individuals and families understand financial accounts and savings strategies. The role focuses on educating clients about indexed accounts and tax-free retirement accounts.
Responsibilities
- Learn about The Banking Concept and other common financial accounts and savings strategies
- Educate individuals and families about the numerous advantages of Indexed Accounts and Tax Free Retirement Accounts
- Change lives and legacies
Skills
- Original, Driven, and Disciplined
- A Heart for Helping People: You believe that helping others is the ultimate path to happiness
- Uncompromising Integrity: You do the right thing when no one is watching
- A Growth Mindset: You believe that Everything is Trainable
- Excellent verbal and virtual communication skills
- A heart for helping people... a genuine desire to improve people's lives and legacies
- Integrity... do what you say you're going to do
- Coachable and appreciate strong leadership
Benefits
- Commission-only compensation
- Autonomy: Build a business that fits your life, not the other way around.
- World-class training and a turn-key system to help you master relationships and financial architecture.
Company Overview