Note: The job is a remote job and is open to candidates in USA. Carlos Patino Consultant is seeking a knowledgeable and motivated Licensed Financial Consultant to join its team of independent financial professionals. The role provides clients with personalized financial guidance, recommends financial products and services, collaborates with specialists, and develops long-term client relationships.
Responsibilities
- Conduct thorough financial assessments through client consultations to determine financial needs and goals
- Provide clients with information on various financial products and services, including insurance, annuities, IRA, 401k, and estate planning
- Collaborate with other financial professionals and specialists as necessary to deliver comprehensive solutions
- Prospecting for clients on a referral basis within clearly defined markets
- Developing and maintaining long-term relationships with clients
- Listening empathetically, gathering facts, analyzing needs and making responsible recommendations
- Expanding personal knowledge and skills through training and collaborative work with fellow associates
- Bringing other qualified associates into the company to extend our agency’s reach
Skills
- • Legally authorized to work in the US
- • Clean criminal record
- • Entrepreneurial mindset
- • Confidence and resiliency in the face of adversity
- • Interpersonal skills
- • Self-motivated drive
- • Proficiency in remote working
- • Basic understanding of computer technology and software (Zoom, Office, Google Suite, Windows, iOS, etc.)
- • Access to internet and computer for audiovisual telecommunications (desktop, laptop or capable tablet)
- • Proficiency in English for day-to-day activities, additional languages to communicate with clients are a plus
- • Ability to work independently and manage multiple client portfolios
- • Ability to explain complex financial concepts in a clear and understandable manner
- • Effective time management and organizational skills
- • Strong networking and client relationship-building skills
- • BA, BS, graduate degree or equivalent work experience preferred
Benefits
- Start-up support
- Training
- Possibility for diverse income streams
- Access to a complete, diversified portfolio of products and services
- Mentorship by multiple six figure earners in the financial industry
- Innovative market development tools
- State-of-the-art Back Office Support System
- Flexibility to manage your own business and schedule
- Flexibility to balance career and personal needs
- Extensive professional and personal development training and opportunities
- Production-based competitive compensation structure with potential for high earnings based on performance (including multiple income streams: personal compensation, residuals, bonuses and agency building)
- Access to a wide range of financial products and services from most of the top companies in the industry
- Supportive and collaborative network of financial professionals
- Freedom and flexibility to operate as a 1099 independent non-captive financial professional
Company Overview