Title: Curious About the World Financial Group Opportunity
Hey everyone, I’m new to this subreddit and have a few questions.
I recently had a conversation on LinkedIn with a former employee from my current job who introduced me to World Financial Group (WFG). We talked for about an hour, and he was really pleasant. The opportunity sounds promising—with the understanding that making money takes time and effort, but it seems achievable. I’m eager to deepen my knowledge and invest time to get accredited, as well as learn more about financial products in general.
If I decide to pursue this path and seek the necessary knowledge and accreditation to sell financial products, what advice do you have for me?
Just a bit about me: I’m 32 years old with over 5 years of sales experience, mainly in tech/IT. I started a double degree in business and financial math at university but ended up dropping out earlier due to immaturity. Looking forward to your insights!
One response
Welcome to the community! It’s great to hear that you’re interested in exploring a new avenue in finance. WFG has its pros and cons, so it’s important to do your homework before committing.
Research WFG: Look into both the positive aspects and criticisms of World Financial Group. Many people have had success there, but it’s also been described as a multi-level marketing (MLM) firm by some. Ensure you understand their structure and compensation model.
Consider Licensing and Certifications: If you’re interested in a more traditional role in finance, consider pursuing certifications like the Series 7 or Series 65, as well as other designations like CFP or CFA, depending on your areas of interest. Research what’s most relevant for the financial products you want to sell.
Networking: Connect with professionals in the finance sector through LinkedIn or local industry groups. Ask about their experiences and seek advice on which paths to take.
Explore Other Firms: While WFG might be appealing, there are many financial institutions and advisory firms looking for sales talent. Explore opportunities at more traditional firms that might offer a clearer career trajectory in finance.
Assess Your Skills: With your sales background in tech/IT, you might already possess valuable skills that can translate well into finance. Reflect on how to leverage those skills in your new pursuit.
Education: Since you started a degree, consider whether it’s worth going back to complete your finance education, whether through formal education or more focused online courses on financial products.
Gain Experience: Look for internships or part-time positions in financial services that could boost your resume and provide practical experience.
Ultimately, trust your instincts and do what feels right for you. The finance industry can be rewarding but also challenging, so ensure you’re well-prepared for what’s ahead. Good luck!