Note: The job is a remote job and is open to candidates in USA. Rise North Capital is seeking motivated individuals to join their team as Financial Representatives. The role focuses on delivering financial advice and guidance to clients, helping them achieve their financial goals through various services such as insurance and retirement planning.
Responsibilities
- Attend virtual or in-person trainings to enhance financial expertise
- Collaborate with coaches and other team members on client cases
- Develop client relationships and provide tailored financial strategies
- Offer solutions in insurance, asset accumulation, and retirement planning
- Utilize marketing tools and resources to grow your client base
- Ensure compliance with financial industry standards and licensing requirements
Skills
- Driven
- Coachable
- Competitive
- Resilient
- Strong Work Ethic
- Track Record of Leadership and Success
- People Orientated
- Must be a U.S. Citizen, Permanent Resident/Green Card holder to be considered
Benefits
- Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
- Bonuses & Commissions
- Company-Sponsored Destination Trips Worldwide
- We offer in-person and remote opportunities.
- One-on-one strategic coaching
- Mentorship, peer group learning environment
- Virtual or in-person trainings
- Remote access to top resources and experts in the industry
- Marketing systems and capital
- Leadership advancement track
- Sponsorship for licenses and ongoing professional training
Company Overview