Address
Form of work
SalaryOur company is fully-remote, and great fit for:
● Stay-at-home career seeker
● Adding another stream of income with high upside potential
● Self-Motivators who want FLEXIBILITY, FREEDOM and NO MANAGER.
● Existing financial services experience AND THOSE WITH NO PRIOR EXPERIENCE. We have a world class training program.
Our company is rapidly expanding financial firm, with a mission of "Inspiring Families to Dream Again." We help families create comprehensive financial plans and solutions to put them on track to achieve financial independence, including for generations to follow.
As a licensed professional (which we help you become), you can directly work with clients and have the option to grow in the roles of Marketing, Sales, Consulting, Coaching, Recruitment, Business Development, and top performers assume Leadership/Equity ownership positions.
Work Schedule
*You do not have to quit your current job
**You determine whether this position is PART-TIME or FULL-TIME.
***You set your own work hours
Position Overview
- Develop Financial Need Analysis (FNA) for Clients that encompasses - Debt, Income, Taxes, Savings and much more.
- Place families and individuals in a financial position of advantage for some of these following:
1. Protect Assets/Funds
2. Leaving a Legacy
3. College Savings
4. Stabilize Finances through Index Strategies
5. Debt Management Services
6. Estate Planning with our Legal Team
7. Life Protection
8. Rollovers
9. Final Expenses
Experience
No financial experience is required before joining as you will learn everything on the job. However, if you have any of these skill sets or experience it will help you excel quickly in the company.
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur
Mandatory Qualifications (Non-Negotiable)
- If you don’t have a Life Insurance License, You must be willing and able to study and pass the test to obtain the license for whichever state you’re residing in. We have a team designed to help you throughout this process so you can be completely certified if you’re not. Our average team mates complete this process within 7-10 days.
- 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 onboarding process.
- Must be 18+ years old (This is a Federal Requirement).
Other Information
Payday is every Tuesday and Friday.
We are 100% remote, Zoom and Google is our platform.
You are assigned a “Field Trainer” who will help you throughout our training program.
Serious applicants only! - Apply TODAY!
Job Types: Full-time, Part-time
Pay: $20,000.00 - $80,000.00 per year
Expected hours: 5 – 40 per week
Benefits:
- Flexible schedule
Schedule:
- Choose your own hours
Application Question(s):
- Are you comfortable with 100% commission-based / 1099 income (can be done PART-TIME?)
- This work is in the Financial Services industry. Are you confident that you could pass a federal background check?
Work Location: Remote
