Virtual-Remote Financial Services Referral Representatives
• PLEASE READ THE ENTIRE JOB DESCRIPTION BEFORE YOU APPLY
• Become a validated referral partner of Cirkal Financial Services
• Work from anywhere within the US with reliable internet!
• Determine your schedule and workload!
• 100% REFERRAL COMMISSION BASED
• THERE IS NO SALARY WITH THIS ROLE
• Amazing opportunity to earn lots of additional income for doing NOTHING MORE than REFERRING clients to us that meet our target market criteria. This means YOU ARE NOT EXPECTED TO BE AN AGENT OR AN ADVISOR. YOU ARE ONLY EXPECTED TO LEARN OUR BUSINESS MODEL AND REFER ELIGIBLE CLIENTS TO US.
• Options to become Agents and Advisors exist. You can earn national and state licenses, engage with people from all backgrounds, and educate them on the fundamentals of a firm financial foundation and make needs based recommendations.
• The industry is looking for mature, self-starting, ambitious, professional, and very competitive individuals to fill part-time rolls and full-time at a later date. Must be open to learning new systems, skillsets, and be COACHABLE. Ready to add multiple streams of income, master personal finance, and impact their community through financial literacy.
• Qualifications:
• - Good to Excellent Communication Skills
• - Fluency in English or Multi-Lingual
• - Integrity
• - No Felony Offenses
• - Discipline
• - Motivation
• * Experience in the following fields preferred but NOT required:
• - Finance
• - Banking
• - Accounting
• - Sales
• - Military
• - Customer Service
• - Barbering
• - Cosmetology
• - Technical/Software
• - Education
• - Counseling
• - Managerial/Leadership
• - Entrepreneurship
• - Public Speaking
• - Sports and Athletics
• - Medical
• - Legal
• Business Expectations:
• - 6-10 non-consecutive hours a week.
• - Create your own flexible schedule.
• - Remote/Virtual, work from home or anywhere with reliable internet.
• - Weekly professional development.
• - Train, coach, and develop new hires.
• Responsibilities
• JOIN OUR COMMUNICATION PLATFORM
• PARTICIPATE IN A WEEK-LONG VALIDATION PROCESS
• PARTICIPATE IN BI-WEEKLY TRAININGS SESSIONS ON ZOOM
• PARTICIPATE IN A WEEKLY HUDDLE USUALLY HELD ON SUNDAYS
• REFER TARGET MARKET CLIENTS AND EARN ADDITIONAL INCOME!!!!!
• Responsibilities if one decides to earn licenses in the future:
• Provide expert financial advice and guidance to clients on various financial services, including investment management and estate planning.
• Conduct thorough financial analysis to assess clients' needs and develop tailored financial plans.
• Communicate complex financial concepts clearly, utilizing strong public speaking skills in client meetings.
• Manage client relationships effectively, ensuring high levels of customer satisfaction and trust.
• Stay updated on relevant financial regulations and market trends to provide informed recommendations.
• Incentives:
• - Operate from any one of the 50 States.
• - Rewarding and meaningful work.
• - Fun, supportive, and motivating environment.
• - 1on1 mentorship. Online training.
• - Weekly coaching.
• - Positive and professional business partners and work environment.
• - Opportunity to be compensated well for all your efforts.
• - Promotions based on personal activity and only limited by you.
• Potential Compensation:
• UNCAPPED COMMISSIONS
• AGENCY OVERRIDE AND GENERATIONAL OVERRIDES
• BONUSES
Job Type: Contract
Pay: $24,236.07 - $100,755.00 per year
Benefits:
• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program
Compensation Package:
• Profit sharing
Application Question(s):
• Are you a U.S. Citizen or Permanent Resident or have a LEGAL Status?
• Do you reside in the United States full time? If so, in which city and state?
• Are you open to the idea of being an entrepreneur and growing a business over time?
• Are you open to investing in your growth and development?
• Are you able to self-motivate?
• Do you believe that you have the capacity and potential to be coachable and learn a new skillset?
• Are you open to operating virtually as a member of a team to generate interest and cultivate business opportunities?
• We offer a wide array of services to our clients. We support business owners, families and individuals. We offer: Financial needs analysis, asset management, estate planning (Wills and Trusts), advanced care directives, debt elimination and settlement, retirement planning, retirement accounts, retirement account rollovers, emergency savings, college savings plans, insurance planning, long-term care planning, and small business support: business legacy planning, succession planning, and 401Ks and insurance plans and more. All consultations are complimentary. Do you see value in these services?
• This is a 100% referral fee/commission-based. There is NO SALARY for this role. Will this be a deal breaker or you?
• Are you currently employed?
• If YOU decide in the future to be a Licensed Agent or Advisor, there are relatively small fees associated with this industry. Would you be willing to pay for a background check, and register for 215 Health, Life, Annuities License & Securities licenses?
• *Attention* If you did not answer these questions truthfully, it will be revealed during the onboarding and training process. We want to give everyone an opportunity to succeed but if you don't have the right mindset, you will not succeed in this role. Please respond with "I affirm" or "I acknowledge".
Work Location: Remote
Apply Now
Apply Now
• Become a validated referral partner of Cirkal Financial Services
• Work from anywhere within the US with reliable internet!
• Determine your schedule and workload!
• 100% REFERRAL COMMISSION BASED
• THERE IS NO SALARY WITH THIS ROLE
• Amazing opportunity to earn lots of additional income for doing NOTHING MORE than REFERRING clients to us that meet our target market criteria. This means YOU ARE NOT EXPECTED TO BE AN AGENT OR AN ADVISOR. YOU ARE ONLY EXPECTED TO LEARN OUR BUSINESS MODEL AND REFER ELIGIBLE CLIENTS TO US.
• Options to become Agents and Advisors exist. You can earn national and state licenses, engage with people from all backgrounds, and educate them on the fundamentals of a firm financial foundation and make needs based recommendations.
• The industry is looking for mature, self-starting, ambitious, professional, and very competitive individuals to fill part-time rolls and full-time at a later date. Must be open to learning new systems, skillsets, and be COACHABLE. Ready to add multiple streams of income, master personal finance, and impact their community through financial literacy.
• Qualifications:
• - Good to Excellent Communication Skills
• - Fluency in English or Multi-Lingual
• - Integrity
• - No Felony Offenses
• - Discipline
• - Motivation
• * Experience in the following fields preferred but NOT required:
• - Finance
• - Banking
• - Accounting
• - Sales
• - Military
• - Customer Service
• - Barbering
• - Cosmetology
• - Technical/Software
• - Education
• - Counseling
• - Managerial/Leadership
• - Entrepreneurship
• - Public Speaking
• - Sports and Athletics
• - Medical
• - Legal
• Business Expectations:
• - 6-10 non-consecutive hours a week.
• - Create your own flexible schedule.
• - Remote/Virtual, work from home or anywhere with reliable internet.
• - Weekly professional development.
• - Train, coach, and develop new hires.
• Responsibilities
• JOIN OUR COMMUNICATION PLATFORM
• PARTICIPATE IN A WEEK-LONG VALIDATION PROCESS
• PARTICIPATE IN BI-WEEKLY TRAININGS SESSIONS ON ZOOM
• PARTICIPATE IN A WEEKLY HUDDLE USUALLY HELD ON SUNDAYS
• REFER TARGET MARKET CLIENTS AND EARN ADDITIONAL INCOME!!!!!
• Responsibilities if one decides to earn licenses in the future:
• Provide expert financial advice and guidance to clients on various financial services, including investment management and estate planning.
• Conduct thorough financial analysis to assess clients' needs and develop tailored financial plans.
• Communicate complex financial concepts clearly, utilizing strong public speaking skills in client meetings.
• Manage client relationships effectively, ensuring high levels of customer satisfaction and trust.
• Stay updated on relevant financial regulations and market trends to provide informed recommendations.
• Incentives:
• - Operate from any one of the 50 States.
• - Rewarding and meaningful work.
• - Fun, supportive, and motivating environment.
• - 1on1 mentorship. Online training.
• - Weekly coaching.
• - Positive and professional business partners and work environment.
• - Opportunity to be compensated well for all your efforts.
• - Promotions based on personal activity and only limited by you.
• Potential Compensation:
• UNCAPPED COMMISSIONS
• AGENCY OVERRIDE AND GENERATIONAL OVERRIDES
• BONUSES
Job Type: Contract
Pay: $24,236.07 - $100,755.00 per year
Benefits:
• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program
Compensation Package:
• Profit sharing
Application Question(s):
• Are you a U.S. Citizen or Permanent Resident or have a LEGAL Status?
• Do you reside in the United States full time? If so, in which city and state?
• Are you open to the idea of being an entrepreneur and growing a business over time?
• Are you open to investing in your growth and development?
• Are you able to self-motivate?
• Do you believe that you have the capacity and potential to be coachable and learn a new skillset?
• Are you open to operating virtually as a member of a team to generate interest and cultivate business opportunities?
• We offer a wide array of services to our clients. We support business owners, families and individuals. We offer: Financial needs analysis, asset management, estate planning (Wills and Trusts), advanced care directives, debt elimination and settlement, retirement planning, retirement accounts, retirement account rollovers, emergency savings, college savings plans, insurance planning, long-term care planning, and small business support: business legacy planning, succession planning, and 401Ks and insurance plans and more. All consultations are complimentary. Do you see value in these services?
• This is a 100% referral fee/commission-based. There is NO SALARY for this role. Will this be a deal breaker or you?
• Are you currently employed?
• If YOU decide in the future to be a Licensed Agent or Advisor, there are relatively small fees associated with this industry. Would you be willing to pay for a background check, and register for 215 Health, Life, Annuities License & Securities licenses?
• *Attention* If you did not answer these questions truthfully, it will be revealed during the onboarding and training process. We want to give everyone an opportunity to succeed but if you don't have the right mindset, you will not succeed in this role. Please respond with "I affirm" or "I acknowledge".
Work Location: Remote
Apply Now
Apply Now