Apex Financial Solutions/Invida - Los Angeles, CA

posted 3 days ago

Part-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 helping clients manage their finances effectively. This role is designed for highly motivated individuals, both licensed and non-licensed, who are looking to build a professional career as business owners in the financial services industry. The opportunity emphasizes mentorship, training, and the potential for high earnings through commissions, bonuses, and profit sharing.

Responsibilities

  • Assist clients in managing their finances and investments.
  • Build and maintain a personal client portfolio.
  • Participate in ongoing training and mentorship programs.
  • Develop and implement strategies to grow your own business.
  • Work independently while having access to a supportive team.

Requirements

  • Must be a licensed life agent or willing to obtain a license.
  • Strong motivation and desire to succeed financially.
  • Ability to work independently and manage time effectively.
  • Willingness to invest in necessary fees for licensing and training.

Nice-to-haves

  • 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.
  • Access to a website portal and CRM for business management.
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