The Master Plan Financial · 9 hours ago
Agency Builder/Team Leader
Denver, CO
Part-time
Hybrid
Entry, Mid Level
2+ years expThe Master Plan Financial is a unique Financial Services company focused on educating individuals about finance. They are seeking an Agency Builder/Team Leader who will be responsible for connecting with new clients, scheduling meetings, and developing solutions to meet client needs.
Financial Services
Hiring Manager
C. Eric Masters
Responsibilities
Meet new people monthly (ideally 2-10 new people) in everyday life and at networking
Schedule meetings with prospects
Invite prospects to attend workshops or to meet with their business partner
Attend training and events to further their personal knowledge
Develop solutions to meet the needs of the prospect
Submit business, track, and deliver solutions to clients
Maintain prospect and client database to service clients and continue to grow your agency
Qualification
Required
2+ years of sales or marketing experience
Self starter
Driver's License
Background check
Preferred
Bachelor's degree
Sales Experience: 3 years
Benefits
Unlimited earning potential to earn what you're worth, i.e., you work hard, you earn well
Mentorship-ability to learn from a seasoned expert who's succeeding today
Flexibility of hours
Tons of training to sharpen your skills and help you go faster and farther
No quotas, you set your goals and we'll clearly define what it will take to meet them
Ability to earn Great trips that the company and our business partners foot the bill for
Ability to participate in the profit share of the company, should you
Company
The Master Plan Financial
I chose to be a financial professional because I believe in the importance of financial literacy and empowerment.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase