Note: The job is a remote job and is open to candidates in USA. Green Palm Financial is a financial services firm that provides financial products, services, and educational support to clients. The Wealth Building Consultant will complete training to advise individuals, families, and business owners on financial goals and develop plans involving retirement planning, college planning, investments, and insurance.
Responsibilities
- Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance)
Skills
- Although no experience is necessary
- Hard-working
- Dedicated
- Willing to begin a training program as a financial professional
- Outstanding communication skills, both verbal & written
- Able to work effectively in a team environment
- Detail-oriented and the ability to follow up on tasks
- Work effectively under pressure and maintain a positive attitude
- Capable of multi-tasking, prioritizing, and managing time efficiently
- United States (Required)
Benefits
- REMOTE work
- Full, In Depth Training & Mentorship Program
- Flexible Schedule
- Part-Time and Full-Time Positions Available
- Exciting Work Environment
- Growth Potential
- Stability and Security
- Paid time off
- Work from home
Company Overview