Financial Services Consultant

Official title: Associate Director of Sales

Role nature: self-employed, performance-based Financial Services Consultant (sales)

This role involves cold calling + worksite marketing + warm market activities .

What you'll do

• Prospect daily: cold calling, worksite outreach, warm market activities
• Book appointments, meet clients, do proper financial planning, service, repeat
• Track activity weekly. Improve weekly.

What you'll get

• Monthly training by one of Asia’s top financial consultants
• Mentorship from Million Dollar Round Table (MDRT) producers
• Sales Lead support
• Joint-field-work with experienced leaders
• CMFAS reimbursed upon licensing
• Branding + personal development support
• Up to $3,000 sign-on bonus