About the Role
As a Financial Educator: you will teach individuals/groups about personal finance topics such as budgeting, saving, investing, debt management, and retirement/estate planning. Your primary goal is to improve the individuals/groups financial literacy and help them make informed financial decisions.
As a Sales Agent/Broker: Once our clients are informed, they will turn to you for guidance on product knowledge, cost and qualification guidelines. Once your clients are ready to move forward to the next step, you will then become “The Broker” between your client and the product provider selected.
Requirements
Must have a valid CA Drivers License
Must be available to Work Remotely at least 25hrs a week
Experiance
No experience necessary OJT offered (Sales experience a plus)
Education
High School Diploma required (College Degree a plus)
Mindset
Results-Focused
Customer-Oriented
Self-Motivated
About the Company
Destiny Financial Solutions (DFS) is an award-winning Financial Education Firm established with a commitment to providing expert guidance on financial strategies, college savings plans, retirement income planning, life insurance strategies, estate planning, debt resolution, and wealth management.
We focus on empowering individuals through Financial Literacy, offering valuable educational resources and knowledge to help our clients achieve their financial goals and secure their legacy.