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Financial Services Consultant

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TFA Advisors

2024-11-05 08:40:21

Job location Atlanta, Georgia, United States

Job type: fulltime

Job industry: Sales & Marketing

Job description

Financial Services Consultant

Flexible, Remote

Nationwide: United States



About the Role

We are currently looking to expand and are offering work from home opportunities. This role is for a Financial Services Professional. With our country going through the largest transition of wealth from generation to generation, the financial services industry demand is at an all time high.

Our firm bases its work on an educational approach to personal finances and use our expertise to help people from every walk of life. With our partnership with some of the top 100 Fortune 500 companies, we are able to set up a fitting financial plan for anyone in need. This role is for individuals with great communication and customer service skills, strong work ethic, and is willing to go through a training program as a financial service professional and have the potential to develop into management and leadership positions.


No finance experience is required for this role. With out world calls in-depth training program, you will be guided on how to work with individuals, families, or business owners and have a discussion with them about their financial goals and help them make a plan that will help them reach their short and long term financial goals with our financial solutions, products, and services (includes but is not limited to investments, retirement planning, college planning, insurance, and wealth accumulation). No matter if you are looking to transition into a new career full-time, or striving to develop a new skill or have part-time income, a flexible schedule is provided.

Preferred Qualities of Financial Services Representatives

  • Minimum 18 years of age.

  • Legal U.S. Resident, Citizen, or Work Permit with SSN. Must reside in the US.

  • Active Life and Health license or willingness to obtain license within the first 30 days.

  • Strong communication and interpersonal skills.

  • Self-motivated, work independently and as part of a team.
  • Organized and able to develop/manage own schedule.

  • Positive attitude, adaptable, and coachable.

  • Ability to build and maintain long-term client relationships.

  • Access to a computer/laptop, phone, and internet.

  • Prior finance experience or education a plus but not needed due to a world-class training program and the support of experienced agents who train, mentor, and coach you.


Compensation for Financial Services Consultant


  • Commission based 1099 (W9) income with a competitive commission structure. This is not a W2 position.

  • Uncapped income potential.

  • Bonuses based upon performance and meeting qualification standards.

  • Company sponsored trips based upon performance and meeting qualification standards.

  • Residual income (annual client contract anniversary), trail and potential for passive income.



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