Fully Remote Inbound Coordinator ( Entry Level)

Position Overview

As an Inbound Coordinator, you’ll provide customised advice and guidance to individuals and families seeking to achieve their goals. You’ll leverage a diverse portfolio of best-in-class financial tools to develop tailored plans that meet their unique needs. Success in this role is based on the trust you establish, the quality of the solutions you deliver, and your dedication to long-term client success. You’ll have the flexibility to manage your own time and build your business while accessing professional support from our team.

Key Responsibilities

• Cultivate new client relationships through networking, referrals, and proactive outreach.
• Conduct in-depth consultations to assess individual financial situations, needs, and goals.
• Develop and present customized financial strategies utilizing our suite of resources.
• Provide ongoing support and guidance to clients, building enduring relationships based on trust and expertise.
• Stay current on industry trends, regulatory changes, and product knowledge.
• Manage your business with integrity and adherence to ethical standards.

Required Qualifications

• A strong desire to help others achieve financial security and peace of mind.
• Excellent interpersonal, communication, and presentation skills.
• Self-motivated, disciplined, and results-oriented with an entrepreneurial spirit.
• Ethical, professional, and committed to providing exceptional client service.
• Ability to build trust and rapport with diverse individuals.
• Previous experience in sales, financial services, or a related field is an advantage but not required.

Benefits & Perks

• Compensation: $5,000.00 - $6,000.00 per month
• 100% Commission-Based: Your income is directly tied to your performance. The harder you work, the more you earn. This is true uncapped earning potential; your success is limited only by your dedication and ability.
• Flexibility: Manage your schedule and build your business on your terms.
• Comprehensive Training & Support: We provide industry-leading training, ongoing professional development, mentorship, and access to cutting-edge resources to help you build a successful and sustainable practice.
• Brand Reputation: Align yourself with a reputable and established financial services company.
• Life insurance coverage
• Healthcare exchange for medical, dental, and vision
• Performance-based bonuses
• Incentive trips for top performers
• Work from home
• Job Type: Full-time
• Work Location: Remote