Learning about money, economics, investing, wealth, and financial planning, assisting in building Wealth Creation Formulas, communicating to current clients and then up-selling current clients based on the recommendations of their plan.
- Assist Head Wealth Creation Coach in daily tasks
- Develop Wealth Creation Formulas for clients
- Gather client info for Wealth Creation Formulas
- Study company material on economics, finance, and investing
- Assist with client coaching calls
- Highly proficient in listening
- Excellent at communicating
- Love to sell
- Highly ethical
- Efficient at completing tasks
- Fast learner
- Exceptional ability
$70,000/year (combined base pay plus bonuses and commissions)
About Wealth DynamX
Wealth DynamX helps people make money, keep it and multiply.
We believe everyone should own their potential. Nobody was created to spend 40+ hours per week serving the 40-year-to-life sentence, trading their precious time for money just to live in mediocrity.
But, the truth is that time and money do need to be exchanged. It just doesn't need to be you making the exchange.
We help our clients create wealth that performs the time and money exchange on their behalf.
Our clients see a 30% increase in income, a guaranteed increase in savings rate and improved returns on their investment assets working with us!