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FT & PT - Financial Services, Work Remotely

Company: Polaris Leadership Group
Location: West Covina
Posted on: January 12, 2021

Job Description:

We are looking for coach-able, motivated and ambitious individuals to educate and assist our clients with their wealth management, asset protection and estate planning. If you are in transition right now or would like to maintain the stability of your current job, our part-time opportunity may fit your needs.The Company:Polaris Syndicate (DBA: POLARIS Leadership Group) has been in the Financial Services Industry for 8 years and works with only the best and brightest in the industry (IE TransAmerica, Nationwide, Everest, Pacific Life, etc). Our goal is--to provide qualified individuals from all walks of life the power to becoming financially independent and learning the skill-sets required to become successful in the highest income generating industry.--We are currently expanding quickly and are looking for the right individuals to help propel us even further.The Position:We are looking for self-starting, motivated and entrepreneurial individuals who are looking to take advantage of this current financial climate to skill up in a new industry. We offer world class training and do not require any prior experience in the financial industry. If you are interested in learning more, we highly encourage you to reach out to us to discuss the opportunity further.You should apply if:-You aren't a stranger to failure-Your work ethic is unparalleled-Excuses aren't good enough-Grit and Tenacity are words you would use to describe yourself-You have a big heart and want to help the community around youResponsibilities:-- Advise clients on investment strategies and other financial decisions-- Assess clients' assets, liabilities, and overall financial conditions-- Prepare presentations that recommend various financial products-- Review and communicate portfolio performances to clients-- Network and build relationships with new and existing client baseQualifications:-- No Prior Experience in Financial Industry Required-- Ability to build rapport with clients-- Strong analytical and critical thinking skills-- Excellent written and verbal communication skills**Note: The interview will be held via Zoom. Please provide ideal interview day (Mon-Fri) and preferred time frame to help schedule. Job Requirements:Please see job description for requirements.

Keywords: Polaris Leadership Group, West Covina , FT & PT - Financial Services, Work Remotely, Other , West Covina, California

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