**Please note: This is a Commission-Based role only ** (if you are looking for a base salary, this position is not for you)
** Fully Remote position
**Must be willing to obtain an LLQP License. Can assist with licensing if needed**
About Us: As the CEO and Talent Acquisition Specialist of Help Holdings, I am committed to identifying the right candidates who share my passion for positively impacting the financial lives of our clients. We take pride in our personable and authentic approach, recognizing that every career journey is unique. Our primary goal is to engage in meaningful conversations with potential candidates to explore their career aspirations and determine if the brokerage we partner with aligns with their professional goals and personal values.
Role Overview for Training Associate
Through our extensive training and coaching program, you will become an Independent Financial Broker - you will play a crucial role in helping clients achieve their financial goals by offering customized financial products and services. Your primary responsibilities will include generating leads, building relationships, and closing sales. This role is ideal for self-motivated individuals who thrive in a sales-driven environment, are eager to be coached, and have a passion for helping others secure their financial future. Comprehensive training will be provided to support your success.
What You Will Learn
Client Acquisition: Proactively seek out potential clients through networking, referrals, and various marketing strategies. Build and maintain a pipeline of prospective clients. Conduct thorough needs assessments to understand each client's financial situation and objectives.
Sales and Product Recommendations: Present and promote a range of financial products, including investments, insurance, retirement plans, and savings accounts, tailored to meet the unique needs of each client. Close sales by effectively communicating the benefits and value of the financial products offered.
Building Relationships: Develop and maintain strong, long-term relationships with clients by providing ongoing support and financial advice. Regularly review clients' financial portfolios to ensure they remain aligned with their goals and make necessary adjustments.
Professional Development: Stay up-to-date with industry trends, new products, and regulatory changes through continuous education and professional development. Operate with a high level of autonomy, managing your own time, resources, and client interactions.
Networking and Referral Generation: Actively participate in industry events, community organizations, and social networks to expand your client base. Leverage existing client relationships to generate referrals and new business opportunities.
Compensation Structure
This position operates on a commission and bonus structure, empowering you to achieve unlimited income potential based on your performance and dedication. Your hard work will directly impact your financial success, allowing you to create the lifestyle you desire while making a meaningful difference in your clients’ lives.
Requirements
Must be willing to obtain a provincial Insurance license at your own expense (LLQP License)
A strong desire to take ownership of your career and lifestyle.
Ability to work independently and manage your own schedule.
Ability to adapt training programs for diverse audiences.
What We Offer
Extensive weekly training, coaching program to help you succeed in your new role.
Flexibility to spend more time with your family and pursue personal goals.
No glass ceiling: unlimited potential for growth and income.
A supportive team committed to your success.
Attend company events
Work from home
Our motto is "No Family Left Behind," and we are dedicated to helping our clients achieve their financial goals. If you are ready to take the next step in your career and join a team that values your ambition and commitment, we want to hear from you. Start the interview process today. It's the first step to your next rewarding career.
Must-have qualifications
Must be legally authorized to work in Canada - to be accepted into the LLQP license program.
