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Virtual-Remote Financial Services Referral Representatives ID - 10791

  • Become a validated referral partner of Cirkal Financial Services
  • Work from anywhere within the US with reliable internet!
  • Part-Time or Full-Time (if experienced)!
  • Very Flexible Schedule!
  • 100% COMMISSION BASED
  • Amazing opportunity to earn lots of additional income for doing NOTHING MORE than referring clients to us that meet our target market criteria. Option to earn national and state licenses, engage with people from all backgrounds, and educate them on the fundamentals of a firm financial foundation.
  • The industry is looking for mature, self-starting, ambitious, professional, and very competitive individuals to fill part-time rolls and full-time at a later date. Must be open to learning new systems, skillsets, and be COACHABLE. Ready to add multiple streams of income, master personal finance, and impact their community through financial literacy.
  • Qualifications:
  • - Good to Excellent Communication Skills
  • - Fluency in English or Multi-Lingual
  • - Integrity
  • - No Felony Offenses
  • - Discipline
  • - Motivation
  • - If you so choose, possess the ability to study for and earn licenses within the 30 days.
  • Experience in the following fields preferred but NOT required:
  • - Finance
  • - Banking
  • - Accounting
  • - Sales
  • - Military
  • - Customer Service
  • - Barbering
  • - Cosmetology
  • - Technical/Software
  • - Education
  • - Counseling
  • - Managerial/Leadership
  • - Entrepreneurship
  • - Public Speaking
  • - Sports and Athletics
  • - Medical
  • - Legal
  • Business Expectations:
  • - 6-10 non-consecutive hours a week.
  • - Create your own flexible schedule.
  • - Remote/Virtual, work from home or anywhere with reliable internet.
  • - Weekly professional development.
  • - Train, coach, and develop new hires.
  • Responsibilities
  • JOIN OUR COMMUNICATION PLATFORM
  • PARTICIPATE IN A WEEK-LONG VALIDATION PROCESS
  • PARTICIPATE IN BI-WEEKLY TRAININGS SESSIONS ON ZOOM
  • PARTICIPATE IN A WEEKLY HUDDLE USUALLY HELD ON SUNDAYS
  • REFER TARGET MARKET CLIENTS AND EARN ADDITIONAL INCOME!!!!!

Job Types: Full-time, Part-time, Contract

Pay: $24,236.07 - $100,755.00 per year

Expected hours: 6 – 10 per week

Benefits:

  • Financial planning services
  • Flexible schedule
  • Professional development assistance
  • Referral program

Compensation Package:

  • Profit sharing

Application Question(s):

  • Are you a U.S. Citizen?
  • Do you reside in the United States full time?
  • Are you open to the idea of being an entrepreneur and growing a business over time?
  • Are you open to investing in your growth and development? Are you able to self-motivate?
  • Do you believe that you have the capacity and potential to be coachable and learn a new system and new skillsets?
  • Are you open to working virtually or in-person, working as a team to generate interest and cultivate business opportunities?
  • We offer a wide array of services to our clients. We support business owners, families and individuals. We offer: Financial needs analysis, asset management, estate planning (Wills and Trusts), advanced care directives, debt elimination and settlement, retirement planning, retirement accounts, retirement account rollovers, emergency savings, college savings plans, insurance planning, long-term care planning, and small business support: business legacy planning, succession planning, and 401Ks and insurance plans and more. All consultations are complimentary. Do you see value in these services? Do you want to be a part of an organized system and team providing these services?
  • This is a 100% commission-based, 1099 income opportunity. We contract to and leverage the platforms of over 150 A-rated financial institutions to expand our client offerings and business. Our platform makes it very easy for anyone to enhance their business offerings or get established in business. You have the option to work alone or build an Agency over time, at your discretion. Will this business model be a deal breaker for you?
  • If you decide to move on from being a referral partner and you want to pursue licensing, there are relatively small fees associated with this opportunity. You would have to be willing to pay for a one-time background check of $125 (unlicensed Agents/Advisors) $165 (Licensed Agents/Advisors), pay for your 215 Life, Health, Annuities, Long-Term Care License & Securities licenses (if you don't already have them), and $50 in monthly Errors and Omission coverage (all fees are tax deductible).
  • Are you currently employed?

Experience:

  • Financial: 1 year (Preferred)

Work Location: Remote

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1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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