What are the responsibilities and job description for the Financial Services Professional position at Our Infinite Company?
Position Overview
Our Infinite Company (OIC) is seeking motivated and client-focused individuals to join our team as Financial Services Consultants. In this role, you will educate and assist individuals, families, and small business owners with financial solutions that promote long-term security and wealth building.
This is an excellent opportunity for individuals who are entrepreneurial, passionate about financial literacy, and driven to make a meaningful impact in their communities.
Key Responsibilities- Conduct financial needs analyses for individuals and families
- Educate clients on life insurance, indexed strategies, and retirement planning
- Assist clients with selecting appropriate financial products and services
- Support clients through the application and onboarding process
- Build and maintain long-term client relationships
- Generate new business through networking, referrals, and outreach
- Participate in ongoing training and professional development
- Maintain compliance with industry regulations and company standards
- High school diploma or equivalent (Bachelor’s degree preferred)
- Strong communication and interpersonal skills
- Self-motivated with a strong work ethic
- Ability to work independently and as part of a team
- Sales or customer service experience preferred (not required)
- Must be willing to obtain a state life insurance license (if not already licensed)
- Interest in financial literacy and wealth-building strategies
- Entrepreneurial mindset
- Strong organizational and time management skills
- Comfortable using digital tools and virtual meeting platforms
- Flexible schedule (remote opportunities available)
- Competitive compensation with uncapped earning potential
- Training, mentorship, and leadership development
- Opportunities for career advancement
- Supportive team environment
- Access to multiple financial carriers and solutions
- Individuals seeking a career change into financial services
- Aspiring entrepreneurs and business-minded professionals
- Those passionate about helping others achieve financial security
- Motivated individuals looking for unlimited income potential