About Us
Prosper Peak Solutions, LLC is a privately held insurance distributor that specializes in helping families build tax-free wealth and cash flow through innovative financial strategies. We are not just a financial services company; we are a community united by the goal of achieving financial freedom and empowerment. Our core values of integrity, education, and collaboration drive everything we do.
Job Summary
We are seeking an experienced Financial Associate to join our team of passionate professionals who are dedicated to spreading financial literacy to all walks of life. As a Financial Associate, you will have the fulfilling opportunity to help individuals, families, and business owners plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, child head start plans, investments, insurances, and more.
Key Responsibilities
- Spread financial literacy to individuals, families, and business owners through educative approaches and innovative financial strategies.
- Help clients plan for and reach their short, mid, and long-term financial goals, including retirement planning, college planning, child head start plans, investments, insurances, and more.
- Develop and maintain strong relationships with clients to understand their financial needs and goals.
- Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
- Collaborate with the team to achieve sales targets and grow the business.
- Participate in ongoing training and professional development to enhance financial knowledge and skills.
Essential Qualifications
We are looking for individuals who are passionate about financial literacy and empowerment. The ideal candidate will have:
- A strong desire to learn and grow in the financial industry.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong problem-solving and analytical skills.
- Ability to adapt to changing situations and priorities.
- Basic computer skills and proficiency in Microsoft Office.
Preferred Qualifications
We welcome candidates with:
- Customer service, management, retail, restaurant, or sales experience.
- Entrepreneurial-minded individuals who are self-starters and good at follow-through.
- Personal interest in personal finance, even with little to no experience.
- Sports, club, or team background, sales, or teaching experience.
Skills and Competencies
To succeed in this role, you will need:
- Strong financial knowledge and skills, including retirement planning, college planning, child head start plans, investments, insurances, and more.
- Excellent communication and interpersonal skills to build strong relationships with clients.
- Ability to work independently and as part of a team to achieve sales targets and grow the business.
- Strong problem-solving and analytical skills to stay up-to-date with industry trends and developments.
- Basic computer skills and proficiency in Microsoft Office.
Career Growth Opportunities and Learning Benefits
We offer:
- Ongoing free weekly and monthly training, mentorship, and collaboration to enhance financial knowledge and skills.
- Opportunities for career growth and advancement within the company.
- Flexible working hours and remote work options to accommodate your lifestyle.
- Competitive compensation and benefits package.
Work Environment and Company Culture
We pride ourselves on our positive and supportive team culture. We are passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals. Our training and flexible work hours can weave into your existing schedule, whether part-time or full-time. Production-based, we offer a dynamic and fast-paced work environment that is perfect for ambitious individuals who are looking to make a difference in the financial industry.
Compensation, Perks, and Benefits
We offer a competitive compensation package, including:
- A base salary of $40,000.00 – $200,000.00 per year, depending on experience and performance.
- Flexible working hours and remote work options.
- Ongoing free weekly and monthly training, mentorship, and collaboration.
- Opportunities for career growth and advancement within the company.
- A positive and supportive team culture.
How to Apply
If you are a motivated and ambitious individual who is passionate about financial literacy and empowerment, we encourage you to apply for this exciting opportunity. Don’t worry if you don’t meet every single requirement – we value a great attitude and a willingness to learn above all. Submit your application today and take the first step towards a rewarding career in the financial industry.
