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[Remote] Financial Services Associate

Remote · Peru Full-time

Note: The job is a remote job and is open to candidates in USA. Team Alliance is offering a rewarding career opportunity in financial services, focusing on building a fulfilling business while helping clients achieve financial security. The role involves generating new clients, assessing financial goals, and providing tailored financial solutions, all within a flexible and remote work environment.

Responsibilities

  • Generate new clients using digital and traditional strategies
  • Meet with clients to assess financial goals and provide wholistic financial solutions
  • Utilize financial software to create tailored plans for families and business owners
  • Communicate effectively and build long-term client relationships
  • Expand your leadership skills and grow your business
  • Work toward financial independence while making an impact in your community

Skills

  • Must obtain a Life & Health Insurance License within 21 days (already licensed preferred)
  • Must be legally authorized to work in the U.S
  • Passionate about financial security and helping others
  • Self-motivated and entrepreneurial
  • Committed to personal and professional growth
  • A strong communicator and team player
  • Looking for a career with flexibility and unlimited earning potential
  • Experience in sales
  • Experience in real estate
  • Experience in customer service
  • Experience in finance
  • Experience in legal
  • Experience in healthcare
  • Experience as Doctors
  • Experience as Nurses
  • Experience in teaching
  • Experience in recruiting
  • Experience in business ownership
  • Experience in community building
  • Experience in leadership

Benefits

  • Comprehensive Training & Mentorship: Learn financial planning strategies and business-building skills from industry experts.
  • Proven Business Model: Work with highly rated national financial service providers backed by a Fortune Global 500 company with $500 billion in assets under management.
  • Flexible & Remote Work: Work from anywhere in the U.S. with a high-achievement, supportive team.
  • Commission-based structure with residual income, bonuses, and career expansion opportunities.

Company Overview

  • It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is .
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