Verified Job
Accounting - Finance
Investment and Insurance Advisor
Accounting - Finance
#770318
Remote / WFH
RPG IT Services
Job Description
Overview
(No Salary)Just Commissions based on customers you serve from your hot and cold market. To work in this industry you need license from government(We will help you with steps to get it)
We will not give leads but we will provide weekly trainings for free on how you can generate leads
We are seeking a dynamic and proactive Investment and Insurance Advisor to join our team. In this role, you will serve as a trusted financial partner, guiding clients through their investment options and insurance needs with enthusiasm and expertise. This position offers an exciting opportunity to make a meaningful impact by empowering families to secure their financial future while building lasting relationships.
You can start this as a side hustle in the beginning to earn commissions based on clients that you bring and our team help you to close deal. Down the line when you see the potential you can switch over full time into this.
Duties
Identify your customer base from your hot and cold market
Engage with clients through outside sales efforts, including community outreach, networking, and telemarketing to identify potential prospects and expand our client base
Conduct thorough analysis of clients’ financial situations to recommend suitable investment portfolios and insurance solutions
Be Coachable: Listen to your mentor and follow the system
What We’re Looking For:
Self-motivated and comfortable working remotely
Able to reach to their Hot, Warm and cold market to generate leads
Results-oriented with a long-term mindset
Ability to understand and clearly communicate value
Authorized to work in Canada: Work Permit, PR, Citizen
Compensation :
Get commission based on the clients you serve from your hot and warm market. There is no Salary
You will get whole commissions in your account directly from distributor
Join us as an Investment and Insurance Advisor where your enthusiasm fuels your success! Help clients navigate their financial journeys confidently while enjoying the support of a vibrant team dedicated to your growth.
Job Type: Freelance
Pay: From $1,000.00 per month
Application question(s):
Do you have a valid Work Permit/PR/Citizenship?
Work Location: Remote
(No Salary)Just Commissions based on customers you serve from your hot and cold market. To work in this industry you need license from government(We will help you with steps to get it)
We will not give leads but we will provide weekly trainings for free on how you can generate leads
We are seeking a dynamic and proactive Investment and Insurance Advisor to join our team. In this role, you will serve as a trusted financial partner, guiding clients through their investment options and insurance needs with enthusiasm and expertise. This position offers an exciting opportunity to make a meaningful impact by empowering families to secure their financial future while building lasting relationships.
You can start this as a side hustle in the beginning to earn commissions based on clients that you bring and our team help you to close deal. Down the line when you see the potential you can switch over full time into this.
Duties
Identify your customer base from your hot and cold market
Engage with clients through outside sales efforts, including community outreach, networking, and telemarketing to identify potential prospects and expand our client base
Conduct thorough analysis of clients’ financial situations to recommend suitable investment portfolios and insurance solutions
Be Coachable: Listen to your mentor and follow the system
What We’re Looking For:
Self-motivated and comfortable working remotely
Able to reach to their Hot, Warm and cold market to generate leads
Results-oriented with a long-term mindset
Ability to understand and clearly communicate value
Authorized to work in Canada: Work Permit, PR, Citizen
Compensation :
Get commission based on the clients you serve from your hot and warm market. There is no Salary
You will get whole commissions in your account directly from distributor
Join us as an Investment and Insurance Advisor where your enthusiasm fuels your success! Help clients navigate their financial journeys confidently while enjoying the support of a vibrant team dedicated to your growth.
Job Type: Freelance
Pay: From $1,000.00 per month
Application question(s):
Do you have a valid Work Permit/PR/Citizenship?
Work Location: Remote
