Job description
LA Pension Planners is currently seeking to onboard new financial professionals. As an entry level Financial Professional, you will build a career in helping others achieve their financial goals by providing financial literacy education to individuals. Your primary focus will be providing financial products and services to specific groups who serve our communities such as:
- Teachers
- Public Sector Employees
- Small Business Owners
- Executives
- Individuals of varying net-worth
- LAPP believes in helping as many people as possible achieve their financial goals
Qualifications include:
- A four-year college degree
- Relevant FINRA Securities registrations
- If do not have them, you will be required to attain state life & health licenses, FINRA Series 7 & 66 Registrations.
- Team player with excellent interpersonal and communication skills
- A strong disciplined work-ethic with time management abilities
- Confidence & Compassion
- Comfortable working remotely (50-90% remote up to you)
Please apply if you are seeking:
- Personalized and comprehensive training and support
- Compensation you control with bonuses
- Advancement and management opportunities
- An inclusive fast pace work-environment
- Sponsorship to acquire FINRA licenses
Job Duties will include:
- Speaking directly with existing and prospective clients
- Creating Asset-Map (Financial Maps of Assets)
- Creating financial projection reports
- Mastering presentations specific to LAPP’s business model
- Engaging in conversations to develop new relationships