Jobs in America

Retirement Planning Specialist

Puerto Rico
FULL TIME

Although the job is located in Puerto Rico, it is a remote job that provides the flexibility to work from any place. The job vacancy of Retirement Planning Specialist was posted on March 2, 2024, and it will come to an end on May 31, 2024. Not knowing the salary, you can negotiate based on the company's mission and vision for the future. Have you thought about whether full time work is the right type of work for you?

The position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.

We seek highly motivated, competent, capable and committed business partners to become financial professionals and head into the field to provide the services that meet the needs of clients.

Work Types

We offer 3 types of work-effort:

1. Full Time

2. Part Time

3. Referral Partner depending on your current employment schedule.

*You do not have to quit your current job if you join us with any of these options*

Most of our new agents start off as Referral or Part time prior to transitioning to full time but still make the same commissions as our full timers. You get to work with A+ Rated financial companies across the nation. Best part about this opportunity, it’s 100% remote.

Experience

No financial experience is required before joining as you will learn everything hands on. However, if you have any of these skill sets or experience it will help you move quickly in the company.

- Leadership/Managerial

- Public Speaking

- Customer Service

- Sales

- Banking

- Accounting/Software

- Entrepreneur

Opportunity Description

- Develop Financial Need Analysis (FNA) for Clients

- Placefamilies, individuals, and business owners in a financial position of advantage for some of these following:

1. Retirement Planning

2. Protect Assets/Funds

3. Build and Leave a Legacy

To avoid wasting your time and effort on fraudulent job postings, remember to keep in mind some vital factors when applying for jobs online. Be on the lookout for job postings that require you to provide your personal bank account information. It is important to reach out to the organization directly to verify that the job is real and that they are currently hiring. If an employer insists on conducting an interview through text or email, it may be a scam. Don't fall for job postings that promise high pay for little work, as they are often scams or fraudulent opportunities. It's important to research the company before applying for any job to avoid job scams and to ensure that it's a legitimate and credible organization. Do your research on the company and the position to ensure that the job posting is legitimate. Safeguard your identity and personal information when job hunting by only sharing it with legitimate employers. Be wary of any job listing that asks you to pay for a background check or drug test before being hired. It's important to check the website URL and make sure you are on the legitimate liquidscapes.info website to prevent any harm.

4. Index Strategies

5. Estate Planning with our legal team

-1099 position with performance-based business model

Work Schedule

1. Part Time - 10-15 hours a Week, varies by the individual.

2. Leads - We have Warm & Cold Market, we don’t have you buy leads

3. It’s all Remote, Zoom is our platform.

4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.

5. Daily training to help shape your business.

Non-negotiable

- Must pass a background check (No Felonies)

- Must have or be able to obtain a U.S Social Security Number

- Must currently reside in the United States, Puerto Rico or Canada during the initial for the process. (Hiring-License)

- Must be 18+ years old (This is a Federal Requirement)

Job Type: Part-time

Salary: $55,000.00 - $95,000.00 per year

Job Type: Part-time

Pay: $55,000.00 - $95,000.00 per year

Expected hours: 10 – 40 per week

Schedule:

  • Choose your own hours
  • Day shift
  • Evening shift
  • Monday to Friday
  • Night shift

Application Question(s):

  • Are you currently employed?

Education:

  • Bachelor's (Preferred)

Work Location: Remote

It's important to ensure that this job listing aligns with your salary and compensation expectations. Have you considered this before making a decision? Rushing your application could lead to missing important details or qualifications in the job posting. If you believe that you are the right fit for this job, we encourage you to apply and demonstrate your skills and experience. Please only apply for this job if you are genuinely interested and committed to fulfilling the responsibilities.