Marketing Director


Are you ready to take your Leadership skills to the next level? Seeking leadership role with positive attitude that is ready to take on the world ahead. Whether you are looking for a part-time work or full-time career. Someone who is passionate individual who wakes up every morning to look forward on helping others and educate families. Our company have helped millions of families nationwide and we need YOU to help millions more.

Experience would be ideal but not required. Licensed is not required upon accepting the opportunity. A state Producers Life License, passing a background check and being appointed will be required to provide financial services and receive compensation.

You will be entering into an initial Leadership Training Program that will take your skills to the next level. Continuing education that will keep you compliant and updated to the latest financial products.

Key Responsibilities

  • Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews.
  • Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information
  • Deliver a full range of goals-based financial service / wealth strategies including assessment of client needs
  • Maintain a robust knowledge of the latest company provided planning tools, techniques and strategies
  • Manage the team's client profiling process by leveraging all company resources
  • Deliver holistic goals-based financial solutions to clients
  • Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews
  • Fulfill continuing education requirements to maintain designation(s)
  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
  • Complete required training, obtain industry licenses and maintain continuing education requirements
  • Source prospective clients and capitalize on referrals
  • Deliver customized solutions and through collaboration deliver the full resources


  • Strong analytical skills
  • Ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation
  • Ability to assess needs of clients and recommend appropriate solutions/interventions
  • Ability to work collaboratively on a team and with key partners
  • Ability to listen and probe for clarity and understanding
  • Ability to source clients through prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Goal and results oriented
  • Highly effective communication skills (written and verbal)
  • Ability to engage with and influence others
  • Solid follow-through skills
  • Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
  • Self-motivated, independent, and resourceful
  • Has integrity, honest, dependable and credible
  • Exceptional customer service skills
  • Must obtain great listening, writing and communication skills
  • Must be punctual with positive energy
  • Team player and willing to get hands dirty
  • Be familiar with data processing & Microsoft/Apple products
  • Dedicated, enthusiastic, strong work ethic
  • Excellent at answering phones
  • Managing a schedule
  • Strong leadership by leading others
  • MUST ATTEND ALL meetings, trainings and events. NO EXCEPTIONS.
  • Quick learner
  • Hungry to learn/Open minded
  • Must be able to obtain a state Producer or Life Insurance License

Job Types

  • This is an independent contractor opportunity
  • Part-time / Full-Time

Seniority Level



Financial Services

Job Functions

  • Finance 
  • Training
  • Management
  • Sales

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