BE FINANCIAL ED.
The Complete Business Platform for
Financial Professionals
As a Financial Advisor you can serve more families in your community. A wide range of tools and services come together in a single platform designed to empower you with four critical capabilities, build your team, increase your sales, serve your clients, protect your business.
Great Opportunity
A Comprehensive Platform To Help Facilitate Your Success.
Requirements
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Low Start-up Cost
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No financial service experience necessary
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Pass Life License
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Securities License
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(s63 and s6)
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Control your own hours:
Spare time
Part time
Full time
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Platform
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Leverage System and Mentors
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Teamwork
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Back Office Supports
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Field Trainings:
Classroom training and
Events
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Dream
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Great Earning Potential
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No Territory Restrictions
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Equal Opportunities
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The Need from the underserved market has never been greater.
Knowledge Training Series
1 Investment Basics - Stocks, Bonds, Mutual Fund
2 Retirement Basic I- Pensions, Social Security
3 Retirement Basic II-401(k),403(b),IRA, Roth IRA, Sep IRA
4 Retirement Basic III-Annuity-Protect & Grow Your Money
5 Insurance Basics
6 IUL and VUL Basics
7 Education Fund Planning
8 Long Term Care Planning
9 Tax Planning
10 Estate Planning
11 Real Estate Investment
12 Understanding Loan and Mortgage
13 Build Wealth and Protect Wealth
14 Leveraging Entrepreneurial Platform to Start up a Business
15 Understanding Business Model and Business System
16 Develop Entrepreneur Mindset and Business Plan
17 How to EPR, Challenge and Empower People
18 Building Customer Base
19 Communication Skills
20 Connection with People and Build Trust
21 Presentation Skills
22 IQ, EQ, AQ and LQ
23 Execution Techniques
24 Run Effective Business System
25 Building frontline Leaders
26 Cultivating Team Culture