What are the responsibilities and job description for the Entry Level Financial Wealth Professional position at Hayes Financial Talent Group?
Job Description:
Are you curious and ambitious, have an ownership mindset, and desire to learn how to get ahead and take control of your path to wealth? This 1099 entry level financial professional role is different than a W-2 employee job and instead incorporates personal high income, equity ownership, building a growing business asset and clientele base, and scaling cash-flow. Step into a high-income professional role that supplements your current job and allows for full control of your schedule and work from home. ROLE AND RESOURCE SUMMARYVirtual Remote Role and Flexible ScheduleHigh-Income Performance Based Compensation (including commission, bonus, residuals, equity, ownership)Virtual On-The-Job Shadowing and One-On-One TrainingLeadership and Business TrainingTechnology ResourcesProfessional Coaching and MentorshipBusiness and Marketing StrategyClient Leads and StrategyProven Executive Leadership Expertise and Supportive CultureRepresent the Largest Financial and Wealth InstitutionsStrong Values, Integrity and Community Impact Were you built for more and can work independently and as part of a close team? Do you believe enough in yourself to step up and aim for excellence, can accomplish more, help more, and impact more? Would a career filled with purposeful transformation, greater positive impact, fun, and fulfillment be aligned with your personality and goals? How differently would your future look if you understood and applied the basic proven principles to scale net worth, create guaranteed assets and design a resilient financial roadmap? Who, and how, would you help in your family and community? Are you open to a high income and impactful [REMOTE] career helping people that offers schedule flexibility, industry and technology strength, as a: professional referral partner or a part-time/full-time professional? Work from home or any location. Financial services is the highest compensation industry in the world and this role in the wealth preservation and accumulation sector provides 6 methods of income and a pre-IPO opportunity [this career does not require licensing in the banking or variable market sector]. This flexible career combines business equity ownership, professional services and leadership development with with no income ceiling or quotas. [This role is a performance based licensed professional, similar to working as a real estate or mortgage brokerage; hard work and a business team creates the highest possible income. This is not a W-2 role, not hourly or salary]. A successful professional career (whether spare-time, part-time/full-time) requires work ethic, integrity, compassion, ambition, belief, resourcefulness, marketing, coachability, self-learning, education, curiosity, excellence, innovation, communication, discipline and teamwork. Is that your professional character? You will be taught the simple fundamentals what the education system did not teach about the necessary basic life skills around money, wealth accumulation, retirement, assets, leverage and taxes. Each of us has not been prepared for the best strategies, tactics and rules for the roller coaster journey of life. Have you ever wanted to be an active member of a team that is transforming industry and communities, building and leveraging cutting-edge technology, and creating an environment of engagement and fulfillment? Can your personality align with values of: Faith, Family, Finance, Fitness and Fun? Hayes Financial Talent Group is a 3rd party focused on identifying and interviewing strong talent to proceed with onboarding new talent with a global financial firm based in the United States. The firm represents the largest financial and wealth institutions that individuals and business utilize to build wealth, protect their assets and income, create retirement and plan for advanced solutions. We are looking for individuals with strong customer service skills, a heart to help people, who are ambitious and disciplined and desire to make a greater impact with their existing skills. Your hidden success may lay in: your ability to connect with or lead people, former teammate/military experience/athlete, structured or technical mindset, English as second language, prior customer service/hospitality/sales experience, or your drive to take ownership and design your future. The right interview candidate for this supplemental or primary career, is a positive individual, has a curiosity and desire to build wealth, is willing to step into the foreground to learn to connect with people and educate them about the rules of money then design simple personalized solutions. The right candidate desires to be in control of their schedule, be a team player, and understands that rapid advancement is in their control [effort in equals income growth]. We want to interview you if you meet the base requirements below and you are willing to expand your knowledge, acquire a simple license with us, and grow a professional identity that complements your existing skills, education and career experience. This financial career is an independent 1099 licensed producer professional working through one of the largest transformational global financial firms. The 1099 partnership (not an employer-employee relationship) requires integrity, commitment to industry compliance, consistency to learn financial knowledge, and action to implement business skills. We help new professionals acquire the proper license, trained on business and financial concepts, and utilize the newest technology to succeed quickly. We develop your knowledge and skills through self-study, one-on-one leadership coaching and in a broader team environment to quickly learn and grow your career, whether that is a professional referral or part-time/full-time role. * This is not an hourly or salary position and we suggest a part-time or full-time job on the side until you have comfortably grown your skillset, experience and knowledge to move full-time (if desired). This role is initially based in high income personal commission, residuals, bonus, expansion income and equity with no cap or income ceiling. This allows a professional to earn a few thousand dollars a month to hundreds of thousands a month over the course of a career. This professional role requires onboarding and attaining a simple state license (~$300-500 one time) and maintaining basic compliance within the industry (~$75/month). The financial firm will provide a $500 bonus after completing specific career milestones to reimburse this initial onboarding/licensing startup investment. The firm will navigate every step throughout your career. On average it takes about 14 days to receive the license. KNOWLEDGE ATTAINED: rules and principles of money and wealthplanning and design for a personalized financial roadmapbuilding guaranteed wealth and tax-free retirementscaling income and net worthcreating retirement certaintyimplementing simple financial head start plans for childreneliminating debtimproving personal/business tax positionprotecting, growing and leveraging assetsleaving a family or community legacyadvanced planning and solutions Mission. Inspire families to dream again and achieve financial certainty peace-of-mind. We share financial knowledge, best practices, and implement solutions that help all people from across North and South America (and beyond) achieve wealth and financial security. Every person and every family deserves financial certainty, knowledge and a professional partner to consult, plan and partner with (not just the wealthy). The firm has developed the industry relationships, supportive culture, advanced technology, and training resource platform, built upon the industry's strongest CEO and leadership team's experience, and expertise. Individuals from all backgrounds become knowledgable financial planners and business leaders helping people in their own community and across countries. Our financial professionals achieve education, knowledge, expertise and pathway to:Lifetime and generational income including business ownership and partnershipFinancial independence and security for their own family and children (learners)Guaranteed retirement and income accumulation not at risk of market losses (earners and preservers)Methods to expand wealth and avoid taxes while giving back and changing the financial future of families and communities for generations.Partnership with real estate agents, accountants and other financial professionals to increase income, reduce taxes and retain customersCommunity leadership, relationships, transformation, and strength in church, local groups and businessProvide simple and fundamental financial education that truly transforms and impacts lives and the world we live in Values and Culture. Faith (all faiths), Family, Finance, Fitness and Fun create a culture of excitement, compassion, growth and personal development for families, groups, clients, and communities we serve. 2030 Vision. Cutting edge tools and global FinTech expansion have led the company to similar market rise and dominance as Amazon and Uber. The synergy of quality individuals, leading technology and support and necessary financial services is driving the firm to global industry transformation by 2030 (education, efficiency, integration/automation, implementation). History is being made and the demand for financial leader development is necessary to fulfill the mission of helping 100 million families across the globe. Financial professionals within the firm are non-captive and represent over 30 of the strongest A-rated financial solutions companies in the country. These well known financial institutions lead the industry with billions of dollars in assets which allow for resilient financial planning around: tax-free retirement and wealth accumulation, child financial planning, business solutions, asset protection and insurance, legacy and advanced planning, debt management and financial education. Rapid expansion is currently occurring within North & South America and financial solutions may be implemented across 50 countries around the world. The firm's financial professionals have the opportunity to develop an ownership stake in the upcoming growth and equity. Since the company's founding, every decision has been guided by supporting and growing each and every financial professional and the families and communities in need. Minimum Requirements:Already possess a U.S. social security number (citizen, permanent resident, work permit SSN)Live in the United States currentlyBe 18 years of age minimumNo felony convictions or recent financial bankruptciesPossess (or means to attain) state Producer Life license within 5-14 days. Approximate initial licensing investment is $300-$500 depending on state (receive a $500 Achievement Bonus within 60 days for reaching target milestones) The firm will facilitate every step of the online study and licensing process once onboarded. $75/month is required for ongoing industry compliance.Hold a part-time or full-time job as an income stream while quickly attaining your state license and developing your skillset. It takes approximately 10-25 days to complete the full licensing process and be in a position to use your license and make income.Possess a computer (or tablet) and phoneNOTE: NOT AN INTERNSHIP POSITION. REQUIRES A CURRENT SOCIAL SECURITY NUMBER. THE COMPANY DOES NOT SPONSOR VISAS OR ALLOW 1099 WORK WITH INDIVIDUALS WHO LIVE OUTSIDE THE USA. MUST LIVE IN THE UNITED STATES. Desired Skills and Background:Independent, disciplined, coachable and self-motivated personality (experience in business, entrepreneurship, customer service, team sports, athletics, personal or professional or community leadership, prior management, military or community engagement)Desire for personal leadership skills, continuous growth and achieving goalsWilling to learn basic fundamentals of money and wealth planningNatural interest in personal financeAbility to learn and comply with industry and federal regulationsEnjoys sharing knowledge and helping peopleCommitment to excel and become a top performerBusiness minded and entrepreneurial creative spiritCustomer service and integrity excellenceBilingual is an added skillsetPrior experience in education, sales, military, athletics, marketing, customer service, real estate, finance/CPA/insurance or business Primary Responsibilities (virtual or in-person):Share basic financial concepts to educate clientsAssess client financial needs, assets, liabilities, goals and timeframeUtilize technology tools, partner network and resources to develop recommendationsPresent possible strategies and solutionsAssist clients with implementing selected solutionsConduct annual client financial reviewsBuild and nurture relationships with new and existing clients Ideal Role for Individuals Interested in:Active and Passive side income as a licensed referral partner or part-time/full-time professional;Looking for a career change, supplemental career or encore careerA flexible schedule around a current job or family lifeParticipating in cutting edge industry transformationEarning additional income from home as a professional or as a referral partnerStarting a low-overhead, high-income remote business without a capital expensePurposeful work that transforms lives and create better financial outcomes for individuals, families and communities Compensation, Benefits and Additional Details:The Industry's Highest Business and Builders Compensation Structure$500 Onboarding Achievement Bonus for Baseline Targets within 60 daysFlexible Full-Time, Part-Time, and Licensed Referral FlexibilityFully Remote - Work from Anywhere (must have SSN and live in the U.S. to begin)Company Provided Training, Technology Platform, Marketing, Mentoring, Client Sourcing1099 Commission Compensation - Initially a100% COMMISSION POSITION until a book of business and agency income is establishedFull Control of Rapid Advancement and Increased CompensationBusiness Ownership including Tax Write-OffsExpanding Bonuses and Annual Residual IncomeCompany Travel Incentives and PerksOpportunity for Business Equity and Profit Sharing[As a 1099 Independent, This Role Does Not Include Health Insurance] Typical Industry Average Annual Part-Time to Full-Time Compensation:Experience Tier 1 (0-1 year): $95,050 - $255,000Experience Tier 2 (1-4 years): $255,000 - $375,050Experience Tier 3 (4-10 years): $375,050 - $575,275 An hour to few hours in client meetings can typically result in compensation ranging from $500 to $20,000 and upwards to $150,000 Hiring Process: Application ---> Selection For Interview --->Phone Interview [15-30 minutes] or Interview Questionnaire ---> Zoom Interview [60 minutes] ---> Onboarding * Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level to experienced individuals into successful financial professionals who transform live
Salary : $95,000 - $575,000