Virtual-Remote Financial Services Referral Representatives
? Become a validated referral partner of Cirkal Financial Services ? Work from anywhere within the US with reliable internet! ? Part-Time or Full-Time (if experienced)! ? Very Flexible Schedule! ? 100% COMMISSION BASED ? Amazing opportunity to earn lots of additional income for doing NOTHING MORE than referring clients to us that meet our target market criteria. Option to earn national and state licenses, engage with people from all backgrounds, and educate them on the fundamentals of a firm financial foundation. ? The industry is looking for mature, self-starting, ambitious, professional, and very competitive individuals to fill part-time rolls and full-time at a later date. Must be open to learning new systems, skillsets, and be COACHABLE. Ready to add multiple streams of income, master personal finance, and impact their community through financial literacy. ? Qualifications: ? - Good to Excellent Communication Skills ? - Fluency in English or Multi-Lingual ? - Integrity ? - No Felony Offenses ? - Discipline ? - Motivation ? - If you so choose, possess the ability to study for and earn licenses within the 30 days. ? Experience in the following fields preferred but NOT required: ? - Finance ? - Banking ? - Accounting ? - Sales ? - Military ? - Customer Service ? - Barbering ? - Cosmetology ? - Technical/Software ? - Education ? - Counseling ? - Managerial/Leadership ? - Entrepreneurship ? - Public Speaking ? - Sports and Athletics ? - Medical ? - Legal ? Business Expectations: ? - 6-10 non-consecutive hours a week. ? - Create your own flexible schedule. ? - Remote/Virtual, work from home or anywhere with reliable internet. ? - Weekly professional development. ? - Train, coach, and develop new hires. ? Responsibilities ? JOIN OUR COMMUNICATION PLATFORM ? PARTICIPATE IN A WEEK-LONG VALIDATION PROCESS ? PARTICIPATE IN BI-WEEKLY TRAININGS SESSIONS ON ZOOM ? PARTICIPATE IN A WEEKLY HUDDLE USUALLY HELD ON SUNDAYS ? REFER TARGET MARKET CLIENTS AND EARN ADDITIONAL INCOME!!!!! ? Responsibilities if one decides to earn licenses ? Provide expert financial advice and guidance to clients on various financial services, including investment management and estate planning. ? Conduct thorough financial analysis to assess clients' needs and develop tailored financial plans. ? Communicate complex financial concepts clearly, utilizing strong public speaking skills in client meetings. ? Manage client relationships effectively, ensuring high levels of customer satisfaction and trust. ? Stay updated on relevant financial regulations and market trends to provide informed recommendations. ? Incentives: ? - Operate from any one of the 50 States. ? - Rewarding and meaningful work. ? - Fun, supportive, and motivating environment. ? - 1on1 mentorship. Online training. ? - Weekly coaching. ? - Positive and professional business partners and work environment. ? - Opportunity to be compensated well for all your efforts. ? - Promotions based on personal activity and only limited by you. ? Potential Compensation: ? UNCAPPED COMMISSIONS ? AGENCY OVERRIDE AND GENERATIONAL OVERRIDES ? BONUSES
Job Types: Full-time, Part-time, Contract
Pay: $24,236.07 - $100,755.00 per year
Expected hours: 6 ? 10 per week
Benefits:
? Financial planning services
? Flexible schedule
? Professional development assistance
? Referral program
Compensation Package:
? Profit sharing
Application Question(s):
? Are you a U.S. Citizen?
? Do you reside in the United States full time?
? Are you open to the idea of being an entrepreneur and growing a business over time?
? Are you open to investing in your growth and development? Are you able to self-motivate?
? Do you believe that you have the capacity and potential to be coachable and learn a new system and new skillsets?
? Are you open to working virtually or in-person, working as a team to generate interest and cultivate business opportunities?
? We offer a wide array of services to our clients. We support business owners, families and individuals. We offer: Financial needs analysis, asset management, estate planning (Wills and Trusts), advanced care directives, debt elimination and settlement, retirement planning, retirement accounts, retirement account rollovers, emergency savings, college savings plans, insurance planning, long-term care planning, and small business support: business legacy planning, succession planning, and 401Ks and insurance plans and more. All consultations are complimentary. Do you see value in these services? Do you want to be a part of an organized system and team providing these services?
? This is a 100% commission-based, 1099 income opportunity. We contract to and leverage the platforms of over 150 A-rated financial institutions to expand our client offerings and business. Our platform makes it very easy for anyone to enhance their business offerings or get established in business. You have the option to work alone or build an Agency over time, at your discretion. Will this business model be a deal breaker for you?
? If you decide to move on from being a referral partner and you want to pursue licensing, there are relatively small fees associated with this opportunity. You would have to be willing to pay for a one-time background check of $125 (unlicensed Agents/Advisors) $165 (Licensed Agents/Advisors), pay for your 215 Life, Health, Annuities, Long-Term Care License & Securities licenses (if you don't already have them), and $50 in monthly Errors and Omission coverage (all fees are tax deductible).
Experience:
? Financial: 1 year (Preferred)
Work Location: Remote
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