Qualifications:
You know how to connect with people, building personal, trusted relationships
You’re a driven person who’s committed to succeeding
Financial planning is interesting to you
You're a self-starter and want to grow your business.
You have your Insurance License
Series 65 and NSSA training is preferred but not required upon enrollment.
We have a few spots still open for our April Training in Des Moines, IA
Dates are August 5th-7th. You will learn from our $20 Million Dollar Mentor with his proven sales process.
This is a commission and fee-based opportunity with no base salary. We do pay for all your Seminar Marketing and Monthly office space.
Benefits:
It allows you to control what you would want to earn at any given time in your career
To give you an idea, our financial professionals are making on average about $90,000 in their first year, and there is potential for much more
Full Job Description:
Whitney & Associates will provide the Agent with our Mentorship and leadership from a $25 Million and sub mentor that will give you will have all the tools to become a Total Advisor.
In-person training in Des Moines, IA, there is no cost for the 3-day training course. The Agent would be responsible for the cost of travel and stay
Free Total Advisor ongoing training webinars and in person trainings
Provide the Total Advisor with office space/software/materials on a monthly basis (up to $1,000 expense budget/month = $12,000 value)
All advertising and marketing for up to 8 workshop campaign credits annually (retail value of $5,750 x 8 campaigns = $46,000)
The Total Advisor will have a reserved marketing territory with WAA Marketing Suite
Starter kit with branded business cards, folders Stickers & Pens ($950 Value)
You will get access to our CRM, the Advisor Backpack
Upfront cost of NSSA® on demand training
Series 65 training and certificate reimbursement with proof of passing exam. Any failed exams will not be reimbursed.
Agent must obtain NSSA® Certification/Designation prior to hosting a social security workshop, we will pay for your upfront On Demand cost.
The Agent must Obtain Series 65 Certification/Designation within 3 months of agreement.
Job Type: Permanent
Benefits:
- Flexible schedule
- Work from home
Pay rate:
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
Education:
- High school or equivalent (Required)
Experience:
- Financial planning: 5 years (Required)
- Financial analysis: 5 years (Required)
License/Certification:
- Series 65 (Preferred)
- Life & Health Insurance License (Required)
Work Location: Remote