Financial Services Consultant

Job Description

Job Description

Company Description

At Platinum Pine Financial, we provide tailored financial planning solutions to help you achieve your goals while keeping your finances protected. Our services include college planning, retirement planning, estate planning, business planning, capital preservation, credit restoration, and insurance. Our mission is to offer guidance that fosters growth and security for our clients' financial future.

We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Fidelity & Guarantee, Prudential, Corebridge, John Hancock and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor.

Who We're Looking For

Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as a financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance).

Our Company Offers

Remote work

Full, In Depth Training & Mentorship Program

Flexible Schedule

Part-Time and Full-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential

Stability and Security

Qualifications

• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively with a team
• Experience in financial services or a related industry is a plus
• Detail-oriented and the ability to follow up on tasks
• Work effectively under pressure and maintain a positive attitude
• Capable of multi-tasking, prioritizing, and managing time efficiently

Compensation

• Commission-based
• Bonus opportunities

Expected Hours: 8-60 per week

Job Types: Full-time, Part-time

Benefits :

• Flexible schedule
• Work from home

Work Location: Remote

We focus on supporting working class people with short-term and long-term financial goals. This includes retirement planning, college planning, long-term care, wills & trusts, and insurance.

Company Description

We focus on supporting working class people with short-term and long-term financial goals. This includes retirement planning, college planning, long-term care, wills & trusts, and insurance.