Position Type: Independent Advising Contractor (1099) Compensation: Upfront commissions on accounts established, plus ongoing trails and renewals Location: Remote / Hybrid (as applicable) Overview Cirkal Financial Services is seeking serious, entrepreneurial minded professional individuals to join our firm as Strategic Partners. This role is designed for anyone who is motivated, who wants the ability to truly control their own schedules, who wants to make their annual salary on a monthly basis, who aren't afraid of challenges, who understands what it means to go through a licensing process, and who doesn't need to be micro-managed. If you are willing to put in the time to learn the system and go through the licensing process you will be able to attain TRUE FINANCIAL FREEDOM! As a "Strategic Partner", you will work collaboratively with licensed agents of Cirkal Financial Services while learning how to establish and manage client relationships, grow assets and policies under management, while building sustainable recurring revenue. Are you currently employed or do you currently work 1099 or run a business and have income? Reason being, you will usually spend $500 in your first year in Finance, for federal and local background checks, fingerprints, licensing, continuing education, errors and omissions, proper attire and a professional photo. All are tax write-offs, but the initial cost is still there before we reimburse you. Key Responsibilities Shadow agents to learn how to Develop, establish, and manage new client accounts aligned with Cirkal Financial Services standards. Shadow agents to learn how to Provide professional guidance on Insurance planning, Investment planning, Estate planning, Debt and savings solutions all based on client needs. learn how to Build and maintain long-term client relationships to support renewals and ongoing trail compensation Collaborate strategically with Cirkal Financial Services leadership on growth initiatives and market opportunities Maintain compliance with all applicable state, federal, and regulatory requirements Uphold the firm's standards of ethics, professionalism, and client-first service Compensation Structure Upfront compensation paid for each account or policy established Ongoing trails and renewals for retained and renewing business No salary or hourly pay; Compensation is production-based Licensing & Qualifications Active 2-15 Life & Health Insurance License or Securities licenses Series 6, 7, 63, 65, or 66 Proven experience in insurance, financial services, wealth management, customer service or related fields Entrepreneurial mindset with the ability to operate independently Strong communication, relationship-building, and sales skills High level of integrity, accountability, and self-motivation What Cirkal Financial Services Offers Strategic partnership model not a traditional employee role Competitive upfront compensation with long-term recurring income Flexibility to build and manage your own book of business Supportive, growth-oriented firm culture Opportunity to scale income while maintaining independence and freedom Ideal Candidate This opportunity is ideal for anyone who: Want to work for themselves and build a BIG Business! Needs a lead source for clients and business partners Want control over their income and schedule Are seeking long-term residual income, not just one-time commissions Value partnership, transparency, and sustainable business growth
Not specified in the original listing.
Not specified in the original listing.
Cirkal Financial Services is focused on providing support and growth opportunities for financial professionals. The firm emphasizes integrity and client-first service while offering competitive compensation structures to its team of Strategic Partner... Read More