Trust Score

Trustworthy; active professional engagement.

50%

Wendy's Posts

  • About project or company

    Emerge into a dynamic startup, a financial services firm with ties to over 160 A-rated companies. Our mission is to enlighten clients about services tailored to their unique financial requirements, offering a holistic approach to financial wellness.

  • Job Description

    We envision a team willing to invest in a life license, enhancing their expertise to guide clients through various financial services. Our aim is to craft the best suitable plan, considering their individual financial goals and conditions.

  • Required skill set

    Key attributes for success in this role include: • Unwavering honesty • Demonstrated integrity • Self-motivation These qualities are vital to building trust with clients and maintaining a high standard of service.

  • Salary data and job offers

    Perks and Compensation include: • Comprehensive world-class training • Commission-based earnings • Flexible scheduling options • Fully remote work • Part-time and full-time opportunities • Opportunity to build your own agency from day one.

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

Responded by 3 people
2

  • About

    Boasting an impressive 8-year track record in the financial sector, I’ve developed key expertise in: - Quality client experience - Financial Needs Analysis - Product and Service Match - Financial Planning

  • Cases & Experiences

    Currently, we're expanding our horizons and seeking new opportunities. We're particularly keen on: - Establishing connections with fresh clientele - Building mutually beneficial referral partnerships - Exploring untapped markets and niches - Creating innovative financial solutions

  • Work Order

    We assist you in navigating through financial complexities such as: - Life insurance (term and whole life) - Crafting a tax-efficient savings strategy - Facilitating 401(k)/IRA rollovers - Planning for your child's college education or giving them a head start in life - Sorting out final expenses

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

Responded by 1 people
1