Note: The job is a remote job and is open to candidates in USA. ABG GROUP is seeking a Financial Advisor Trainee to help individuals and families address financial challenges and plan for their futures. The role provides training and mentorship in financial planning, investment management, regulatory compliance, and client relationship building while supporting client analysis, personalized financial plans, and sales of relevant financial products and services.
Responsibilities
- Educate clients on financial strategies and assist in planning for their financial futures, that will naturally lead to sales of products and services that resonate with their needs
- Collaborate with a supportive team and work independently to achieve results
- Continuously learn and apply business and financial principles to enhance your financial IQ
- Build and maintain strong client relationships
- Learn how to build an agency utilizing our platform
- Assist in analyzing clients’ financial situations by gathering relevant data and documentation
- Support the development of personalized financial plans, including estate planning, tax strategies, and investment options
- Participate in client meetings to understand their needs and communicate tailored financial solutions
- Contribute to customer relationship management efforts by maintaining accurate client records and follow-up activities
Skills
- No experience necessary
- · You are driven
- · You can work remotely and independently, while being guided by other successful professionals
- · You like people
- · You like to be challenged
- · You are coachable
- · You want to be in control of your financial destiny
- Experience in the following fields is a PLUS, but not required:
- • Customer Service , e.g., Proactive, empathetic, and knowledgeable, aimed at building trust, fostering loyalty, and resolving issues efficiently
- • Customer Relations , e.g., Manages the strategies, processes, and interactions a company uses to build long-term, positive relationships with its' clients, aiming to foster loyalty, satisfaction and trust
- • Sales, e.g., Identifying potential customers and guiding them through a journey to exchange value (products or services) for revenue. It involves building relationships, solving client problems, and managing transactions to meet customer needs while directly impacting company revenue
- • Strong communication/interpersonal skills
- • Learning how to build an agency utilizing our platform
Benefits
- Flexible, remote work schedule
- Complete training
- One-on-one mentorship
- Advancement opportunities
- Equity
- Bonus programs
- Stock option programs
- Part-time average commission of $2,000-$4,500+ a month
- Full-time average commission of $5,000-$10,000+ a month
- Overrides
- Residuals
- Profit margins
- Paid travel
Company Overview