Entry Level Financial Professional (Flexible & Remote)
Remote, USA
Full-time
Posted 2025-06-20
- The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.Our office is growing rapidly across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients.Work TypesWe offer 3 types of work-effort:1. Full Time2. Part Time3. 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 Referral or Part-time prior to transitioning to full-time but still work with the same competitive compensation structure as full-time agents. You get to work with A+ Rated financial companies across the nation. Best part about this opportunity, it?s 100% remote.ExperienceNo 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
- Public Speaking
- Customer Service
- Sales
- Banking Opportunity Description
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of these following: 1. Protect Assets/Funds2. Build and Leave a Legacy3. Index Strategies4. Debt Management Services5. Estate Planning with our legal team6. Different Types of Life Insurance7. Different Types of AnnuitiesWork Schedule1. Part Time: 10-20 hours a Week, varies by the individual.2. Leads - We have Warm & Cold Market, we don?t have you buy leads3. It?s all Remote, Zoom is our platform.4. 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. This includes how to prospect clients and potential partners.5. Daily training to help shape your businessMandatory Qualifications? If you don?t have a Life & Health Insurance License, you must be willing and able to study and pass for whichever state you?re residing in. We will help you throughout this process so you can be completely certified if you?re not.Non-negotiable? 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 for the process. (Hiring-License)? Must be 18+ years old (This is a Federal Requirement)Only Hiring In the U.SDo Not Apply If you are currently a College student.Industry? Sales and FinanceEmployment TypePart-time or full time
