Part-time or Full time Financial Services

We are the "GOOGLE" of the Financial Services Industry. We are a technology-driven, educational-based financial services company. We have learned that people today would prefer to be taught what to do with their money NOT told what to do with their money. There is not a “Money” problem in America, there is an “Education about Money” problem in America. We know that if the 280 million Middle Americans have good information they will make good decisions. Our Mission and Our Crusade is to educate Middle Americans about the 6 key money principles of saving and protecting their money. Our sales process begins by inviting potential clients to join us at one of our free educational workshops.

“When I am confident about my money and I am saving, I have confidence about my retirement. Then I am a better spouse, I am a better parent, I show up better at my job, I teach my children and family and the world changes.” ~Workshop Participant

We offer our clients no-risk saving and investing instruments such as Fixed Indexed Accounts, Tax Free Retirement, Living Benefits and Living Benefits Life Insurance to Individuals, Families, Businesses to help them pursue and secure their financial goals. 

Primary Responsibilities

•    Market and Invite potential clients to educational workshops 

•    Build relationships and network with potential clients

•    Point-of-Sale work with potential clients who have attended educational workshops

•    Consult with clients to determine financial needs and make recommendations based on those needs

•    Develop strategic partnerships within specific industries (Property & Casualty Agents, Mortgage Brokers, Real Estate Agents) to maximize regional partnerships and sales opportunities

•    Attend weekly training, sales meetings, and conference calls

•    Initiate and tracks all sales related activities for pending/new business

•    Development of business sales opportunities