Note: The job is a remote job and is open to candidates in USA. Profectus Ventures is a company dedicated to empowering families through financial education and strategies. They are seeking a Financial Strategist who will educate individuals about financial accounts and strategies, helping them to change their lives and legacies.
Responsibilities
- Learn about The Banking Concept and other common financial accounts and savings strategies
- Educate individuals and families about the numerous advantages of Indexed Accounts and Tax Free Retirement Accounts
- Change lives and legacies
Skills
- Excellent verbal and virtual communication skills
- Ability to pass a thorough background check
- Must have a heart for helping people... a genuine desire to improve people's lives and legacies
- Must have integrity... do what you say you're going to do
- Must be coachable and appreciate strong leadership
Benefits
- Autonomy: Build a business that fits your life, not the other way around.
- Mastery: We provide the world-class training and turn-key system to help you master relationships and financial architecture.
- Impact: You won't just be moving numbers; you'll be saving families from the "Tax Trap" and building generational wealth.
Company Overview
We believe that financial freedom isn't a stroke of luck—it’s a discipline. It was founded in 2022, and is headquartered in Franklin, TN, US, with a workforce of 2-10 employees. Its website is https://www.profectusP3.com.