To Become a Financial Advisor

The career of financial advisor will give you the satisfaction of assisting your clients — individuals and corporations — to create an impenetrable protection shield that would allow them to enjoy their lives in peace and tranquility.

Satisfaction

The career of financial advisor will give you the satisfaction of assisting your clients.

Training

You will receive a complete and in-depth training on all the financial products and processes that will help you in advising your clients.

Compensation

You will have the opportunity to earn a compensation only limited by your ability, dedication and imagination.

CONTACT INFORMATION

phone	+1-305-665-4508

fax	+1-305-647-0213

email	papalicio@uwmanagers.com

skype	pedro.palicio

You will receive a complete and in-depth training on all the financial products and processes that will help you in advising your clients, and you will have the opportunity to earn a compensation only limited by your ability, dedication and imagination. Once you have the desire and the necessary experience, you could put together a team of financial advisors under you that would duplicate your knowledge and multiply your compensation.

If you are not interested in the career of financial advisor, but know somebody who is, keep in mind that for each financial advisor that you refer to us and that we hire, you will receive a cash or cash-equivalent bonus of 2.5% of the premiums that your referred advisor sells during his/her first 12 months. The premiums on annual life insurance are considered up to target premium. These bonuses are not offered for group insurances, investment plans or life settlement investments.

Based on our experience of many years in this business, we prefer individuals that have not previously worked in the financial advisory industry because those who have, in general, bring with them bad habits that are difficult to change. Nevertheless, an individual with no experience as financial advisor but with the characteristics that we mention below, is easier to train and will form good habits from the beginning.

The typical characteristics that we look for in a financial advisor are the following:

REQUIRED CHARACTERISTICS:

To be HONEST.
To have ECONOMIC AND / OR SPIRITUAL NEEDS (EGO).

VERY IMPORTANT CHARACTERISTICS:

To be a HARD WORKER.
To be PERSISTENT.
To have SELF-ESTEEM.
To have a FAMILY.
To have GOOD HEALTH.
To be ENTHUSIASTIC.
To be WILLING TO “PAY THE PRICE”.
To be a PROFESSIONAL SALESPERSON.
To be AMBITIOUS.
To DEDICATE 100% OF HIMSELF / HERSELF TO THIS CAREER.

IMPORTANT CHARACTERISTICS:

Having had SUCCESSES AND FAILURES.
To have PERSONAL AND BUSINESS RELATIONSHIPS.
To have DIGNITY AND REPUTATION.
To be INSURED.
To have PERSONAL CHARM (RELIABLE, TRUSTWORTHY).

RELATIVELY IMPORTANT CHARACTERISTICS:

To have a GOOD PRESENCE.

UNACCEPTABLE CHARACTERISTICS:

To be DISHONEST.
Lacking ECONOMIC AND / OR SPIRITUAL NEEDS.
To be a SOCIAL MISFIT.
To be EXTREMELY INTROVERTED.
To have MANY PROBLEMS (AFFECTIVE, INTELLECTUAL OR ECONOMIC).
To be IRRESPONSIBLE.

If you are interested in becoming a financial advisor, or you wish to refer us someone who is, please send us your or his/her credentials via email at pedro @ uwmanagers.com or contact us now »