Freelance Wealth Management Advisor

• Handle a portion of the 200 to 250 qualified leads generated each week
• Conduct company-provided appointments to advise and guide prospects
• Master and implement financial engineering solutions and customer journeys
• Work closely with CIF and IAS experts to ensure a high standard of quality

• Independent commercial agent status
• Be coachable, eager to learn, and committed to continuous self-improvement
• Honesty and accountability
• Keep your promises, take responsibility for mistakes, and seek solutions
• Be positive and warm, with the ability to build an immediate relationship of trust by phone or video call
• Strong results orientation and a passion for challenges

• A two- to three-week onboarding program conducted alongside a CIF and an IAS to master our tools
• Appointments provided, with no cold calling
• Remote work
• Ongoing structure and support