Financial Professional

Financial Planning and AnalysisFinancial Planning and AnalysisContractRemoteMid Level

Location

United States + 1 moreAll locations: United States, Canada

Posted

34 days ago

Salary

$12K - $125K / year

Seniority

Mid Level

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

Are you looking for a remote opportunity that offers unlimited earning potential and a flexible schedule? Look no further! We are currently seeking motivated individuals to join our team as remote agents. This 100% commission-based role allows you to work from the comfort of your own home while receiving top-notch training and support.

Don't miss out on this exciting opportunity to take control of your career and work on your own terms. Apply now!

This is a highly paid 1099 commission-based position. Part-time agents can add an additional $1000-$10,000+ remotely from home or on the go.

  • We offer 3 types of work effort:
    • Full Time
    • Part Time
    • Referral Partner depending on your current employment schedule
  • You do not have to quit your current job if you join us with any of these options.
  • Most of our new agents start off as Referrals or Part-time prior to transitioning to full-time but still make the same commissions as our full-timers.
  • You get to work with A+ rated financial companies across the nation.

Experience

  • No financial experience is required before joining as you will learn everything hands-on.
  • However, if you have any of these skill sets or experience it will help you move quickly in the company:
    • Leadership/Managerial
    • Customer Service
    • Sales
    • Banking
    • Accounting/Software
    • Entrepreneurship / Business minded

Opportunity Description

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage for some of the following:
    • Protect Assets/Funds
    • Build and Leave a Legacy
    • Index Strategies
    • Debt Management Services
    • Estate Planning with our legal team

Work Schedule

  • Part Time - 6-15 hours a Week, varies by the individual.
  • Leads - We utilize 3 tiers to lead generations: Hot, Warm, and Cold leads.
  • It’s all Remote; we conduct all our client appointments and training on the Zoom platform.
  • You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people.
  • Daily training to help shape your business.

Requirements

  • Must pass a background check (No Felonies)
  • Must have or be able to obtain a U.S Social Security Number
  • Must currently reside in the United States, Puerto Rico or Canada during the initial process (Hiring-License)
  • Must be 18+ years old (This is a Federal Requirement)

Job Type

  • Part-time
  • 1099 commission rate: Ranges from $12,000.00 - $125,000.00+ per year
  • Other aspects of the job to consider:
    • Unlimited Earning Potential
    • Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
    • Free Training provided
    • Own your book of business, agency ownership, equity, and beneficiary to your business and agency
    • Uncapped, 100% production based-pay; very lucrative--for example, one client can be a $2,000 commission, while another client can be a $10,000 commission
    • Get paid 8 to 9 times a month
    • Fulfilling career with advancement opportunities
    • Free performance-based world trips for those who qualify

Job Requirements

  • Must pass a background check (No Felonies)
  • Must have or be able to obtain a U.S Social Security Number
  • Must currently reside in the United States, Puerto Rico or Canada during the initial process (Hiring-License)
  • Must be 18+ years old (This is a Federal Requirement)
  • Job Type
  • Part-time
  • 1099 commission rate: Ranges from $12,000.00 - $125,000.00+ per year
  • Other aspects of the job to consider: Unlimited Earning Potential
  • Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
  • Free Training provided
  • Own your book of business, agency ownership, equity, and beneficiary to your business and agency
  • Uncapped, 100% production based-pay; very lucrative--for example, one client can be a $2,000 commission, while another client can be a $10,000 commission
  • Get paid 8 to 9 times a month
  • Fulfilling career with advancement opportunities
  • Free performance-based world trips for those who qualify

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