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Apex Financial Solutions/Invida - Los Angeles, CA
posted about 2 months ago
Full-time - Entry Level
Remote - Los Angeles, CA
About the position
The position is for a Safe Money Management Advisor/Agent at Apex Financial Solutions/Invida, focusing on providing financial services with a strong emphasis on personal freedom and financial independence. The role is designed for highly motivated individuals, whether licensed or non-licensed, who are looking to build a successful career in financial services without the constraints of traditional employment.
Responsibilities
- Provide financial advice and services to clients.
- Build and manage a personal book of business.
- Participate in ongoing training and development programs.
- Work independently and set your own schedule.
- Develop and implement strategies to grow your client base.
Requirements
- Must be highly motivated and coachable.
- Desire to achieve high income and financial freedom.
- Willingness to invest in licensing fees and training.
- Ability to work independently and manage time effectively.
Nice-to-haves
- Previous experience in sales or financial services is a plus.
- Strong communication and interpersonal skills.
Benefits
- Commissions from carriers and team overrides.
- Bonuses and residuals based on performance.
- Profit sharing opportunities.
- Company-paid trips and incentives.
- Flexibility to work from anywhere at any time.
