Part Time Remote Financial Planning Jobs in Raleigh, NC

Exit Factor is Expanding Their Already Successful Team!

You must be located in Raleigh-Durham-Chapel Hill, NC to apply for this position.

What is Exit Factor?

Exit Factor is a business consulting firm. Our passion is helping small to medium size businesses increase their profit, efficiency, and value of their business to prepare for the sale of the company in the future. We do this through business valuations, 1:1 consulting, and online programs. We work with companies between $0 - $30 million in revenue across the United States in various industries. 

We are a small team ourselves but owned by a large global organization. We have the feel of a small business with the resources of a multinational company.

What the Job Is:

Our Business Coaches and Consultants work with small to mid-sized business owners to help them increase their companies' profit, efficiency, and value. Our consultants engage with new leads, convert them to clients, and work with those clients in 1:1 sessions based on our proprietary method and system. We have a full training and certification program and provide house leads and an automation/nurture system designed to increase your efficiency.

A career with our firm allows you to assist small to medium-sized business owners in preparing their companies for sale by increasing the value of their businesses. In this position, you will have the chance to interact with numerous businesses across many industries, gaining knowledge and learning not accessible in most positions.

Day to Day responsibilities include:

• Prospecting, and networking with potential Exit Factor clients and referral partners.
• Conducting 1:1 consulting sessions with clients following the Exit Factor system.
• Providing additional resources in our online curriculum to enhance sessions.
• Participating in initial training and certification and continuing education.

Why Join Now?

• Exit Factor was founded by one of the leading industry experts in M&A and exit strategy. We have now expanded to a national franchise with more than 45 locations across 23 states in addition to recently launching in the UK.
• The exit planning market has never been better, with 75% of business owners transitioning in the next 10 years creating a domestic market for exit planning services of $92 billion.
• A career with ultimate flexibility: design your schedule and work remotely.
• The support and resources of a large-scale global company with a small business and family feel.
• Mentorship and resources from the top professionals in the country with a corporate team for support.
• Working with industry leaders with a true entrepreneurial spirit and growth mindset. 
• Ability to expand and contract your work as necessary: scale from part-time to full time hours.

Think you have what it takes? Our ideal candidate:

• Preferred related experience: personal exit or sale experience, previous business consulting/coaching, and related exit strategy or M&A experience.
• Has built a solid network of business contacts in the area over the years.
• Computer proficiency is required, including conducting Zoom and/or Teams presentation meetings.
• Some experience in a customer-facing role or a passion for customer interaction.
• Self-motivated with exceptional verbal and written communication with particularly strong phone skills.
• Enthusiasm for entrepreneurship and business.
• Entrepreneurial mindset: a proactive, driven, strong desire to succeed, competitive, committed to accomplishing objectives, opportunistic.
• Time management and organizational skills.
• Reliable means of transportation.
• Knowledge of the following technology systems or ability to figure it out: Microsoft Office Suite, CRM, Zoom/Teams.

About Us

Exit Factor offers a proven method that helps small to mid-size business owners maximize their company's value. Through one-on-one consulting services and online programs, the trusted advisors at Exit Factor teach entrepreneurs how to successfully improve their company's profitability, efficiency, value, and ultimately the ability to exit. Exit Factor is part of the consulting division within the United Franchise Group (UFG) family of brands.

Benefits and Growth

• Proven and proprietary consulting system.
• Initial training and certification.
• Continuing education and training with a community of other consultants.
• Design your own schedule.
• Ongoing training and support.
• Technology and automation systems.
• Corporate support staff.
• Growth potential within our organization.

We believe our culture creates a unique work environment where like-minded individuals can thrive, grow, and support each other. If this sounds like a match for you, we invite you to complete our application and questionnaire.
We personally review every application; qualified candidates will be contacted for a conversation. 

This is a 1099 contract position. Payment is commission only.

No recruiters or agencies, please.