Job Description
Note: The job is a remote job and is open to candidates in USA. Drake Financial Group is seeking individuals from public service backgrounds to transition into a financial services sales career. The role involves engaging with clients to understand their financial situations and providing practical financial plans, all while receiving mentorship from experienced advisors. Responsibilities β’ Engage with individuals and families to understand their unique financial situations and objectives. β’ Provide clear, practical financial plans that help clients achieve their goals. β’ Receive ongoing mentorship and guidance from experienced senior advisors. β’ Gradually build your own client base, maintaining full control over your schedule and business growth. Skills β’ Integrity and Ethics: Consistently doing what's right and earning trust in every interaction. β’ Dependability: Being reliable, consistent, and someone others can always count on. β’ Empathy and Patience: Genuine understanding and concern for the needs and situations of others. β’ Commitment to Service: Dedication to positively impacting individuals, families, and the broader community. β’ Communication Skills: Clearly and effectively conveying important information and genuinely listening to others. β’ Problem-solving Mindset: Ability to be creative, think on your feet, and find effective, practical solutions. β’ Adaptability: Successfully managing changing situations and responding with clarity and calm. β’ Team Collaboration: Understanding the value of working toward individual goals but also sharing best practices, asking questions, and giving/receiving support from team members. β’ Discipline and Organization: Maintaining focus, being structured, and managing responsibilities effectively. Benefits β’ Clear, Structured Training: Hands-on mentorship, detailed guidance, and company-covered licensing ensure a confident career transition. β’ Flexible, Balanced Schedule: Set your own hours and pace, allowing work to complement your family and personal life. β’ Meaningful Impact: Continue your tradition of service by helping individuals and families build strong financial futures with practical solutions. Company Overview β’ Our family has been dedicated to serving the people of West Michigan since 1985. It was founded in undefined, and is headquartered in Portage, Michigan, US, with a workforce of 2-10 employees. Its website is Apply tot his job