Financial Strategist

2 weeks ago


austin, United States Five Pillar Financial Full time

At Five Pillar Financial Agency, we aim to provide you with fair policies, reliable advice, and a sense of security to help your family live well and thrive We provide financial security to families and career opportunities to individuals who are looking to take control of their financial futures, build a legacy for their families, and develop their leadership capabilities. We help people make money, save money, and get out of debt


Why Chose Five Pillar Financial?

  • Flexible Work Schedule: Full - time or part-time. You decide how to balance your work and life.
  • Unlimited Income Potential: With our 1099 comission-based structure your earnings are based on your hard work and dedication.
  • Remote Work: Enjoy the freedom and flexibility of working from home with all of the support you need.
  • Comprehensive Training: We provide top-tier training and support to help you thrive, even if you are new to the industry.

Please Note: This is a 1099, commission-based role offering you the potential to earn based on your efforts and results.


What We Offer:

Licensing Support: If you don't have your life insurance license, don't worry We will help you obtain it through our online licensing course with a discount code New agents are expected to obtain a reisent state life insurance license within 30 days of onboarding.

Advanced Training Programs:

  • Licensing training and support to complement the online course.
  • Field Training with a Certified Field Trainer to reinforce learning.
  • Weekly agent training sessions every Tuesday and Saturday.
  • National training events through PHP Agency.
  • Access to a free online training libarary for continuous learning.


Who We're Looking For:

  • Aspirning or Licensed Life Insurance Agents: Whether you're licensed or not we provide the tools and support to help you succeed.
  • Driven Self - Motivated Individuals: You're goal-oriented and ready to take charge of our career.
  • Strong Communicators: You know how to connect with people and understand their needs.
  • Tech - Savvy: Comfortable using modern tools and platforms to manage client relationships and grow your business.


Role Description

We have part-time and full-time hybrid roles as a financial strategist for life insurance and annuities at Five Pillar Financial Agency. The main office is located in Austin, Texas. As a Financial Strategist-Life Insurance and Annuities, you will be responsible for providing clients with 100% guaranteed tax-free wealth strategies that create generational wealth. You will educate clients on various financial topics, develop personalized financial strategies, and implement customized plans that ensure financial security and freedom for clients and their families.

  • Provide Life Insurance Solutions: Help families protettheir futures with the right insurance policies.
  • Build Your Career: Grow your own business and achieve your financial and professional goals.
  • Join a Winning Team


Qualifications

 Strong work ethic

 Love helping people

 Massive goals and dreams

 Coachable


Position parameters

Full commission

No Salary

Benefits available-retirement, wellness

Background check required

State license requirement for life insurance only


  • Financial Strategist

    4 weeks ago


    austin, United States Five Pillar Financial Full time

    At Five Pillar Financial Agency, we aim to provide you with fair policies, reliable advice, and a sense of security to help your family live well and thrive! We provide financial security to families and career opportunities to individuals who are looking to take control of their financial futures, build a legacy for their families, and develop their...

  • Financial Strategist

    4 weeks ago


    Austin, United States Five Pillar Financial Full time

    At Five Pillar Financial Agency, we aim to provide you with fair policies, reliable advice, and a sense of security to help your family live well and thrive! We provide financial security to families and career opportunities to individuals who are looking to take control of their financial futures, build a legacy for their families, and develop their...

  • Financial Strategist

    4 weeks ago


    Austin, United States Five Pillar Financial Full time

    At Five Pillar Financial Agency, we aim to provide you with fair policies, reliable advice, and a sense of security to help your family live well and thrive! We provide financial security to families and career opportunities to individuals who are looking to take control of their financial futures, build a legacy for their families, and develop their...

  • Financial Strategist

    3 weeks ago


    Austin, TX, United States Five Pillar Financial Full time

    At Five Pillar Financial Agency, we aim to provide you with fair policies, reliable advice, and a sense of security to help your family live well and thrive! We provide financial security to families and career opportunities to individuals who are looking to take control of their financial futures, build a legacy for their families, and develop their...

  • Investment Strategist

    4 weeks ago


    Austin, Texas, United States Glocap Full time

    ROLE OVERVIEWGlocap is seeking an experienced Investment Strategist to join our Special Opportunities team. As an Investment Strategist, you will work closely with our investment team to source, underwrite, and invest in new and existing fund and principal investments across public equity, private equity, private credit, structured finance, and special...


  • Austin, Texas, United States Core Scientific Full time

    About UsAt Core Scientific, we're revolutionizing the way energy is transformed into high-value compute. Our mission is to accelerate digital innovation by scaling high-value compute rapidly, efficiently, and responsibly.Estimated Salary Range: $150,000 - $250,000 per year, depending on experience and qualifications.The RoleWe're seeking a highly skilled...


  • Austin, Texas, United States Certinia Full time

    About the RoleCertinia is a leading provider of Services-as-a-Business platform, driving services operations, customer success management, and financial planning. We are seeking an experienced Sales Enablement Strategist to join our team.ResponsibilitiesCollaborate with internal stakeholders to deliver sales enablement programming from build to launch.Align...


  • Austin, Texas, United States Ryder System, Inc. Full time

    Job DescriptionRyder System, Inc. is seeking a highly skilled Senior Financial Analyst to join our team.Key ResponsibilitiesDevelop and implement maintenance cost, residual, and other cost component models for lease pricing and market strategy.Collaborate with cross-functional teams to drive projects forward and ensure strategic decisions are...


  • Austin, Texas, United States Unreal Gigs Full time

    Job OverviewUnreal Gigs is a dynamic and forward-thinking organization seeking a seasoned professional to fill the role of Senior Client Success Strategist and Business Development Leader. This is an exciting opportunity for a strategic leader with a passion for delivering exceptional client experiences and driving business growth.Job SummaryWe are looking...


  • Austin, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Austin, United States Unreal Gigs Full time

    Introduction: Are you a cybersecurity expert with the ability to design and implement security strategies that protect organizations from evolving cyber threats? Do you thrive on solving complex security challenges and advising clients on best practices to strengthen their defenses? If you're a strategic thinker who loves guiding companies through the...


  • Austin, Texas, United States WorldQuant Full time

    Job DescriptionWorldQuant is seeking a highly skilled Book Portfolio Manager to join our team. As a key member of our quantitative investment team, you will be responsible for developing and implementing systematic strategies that drive returns and minimize risk.Key Responsibilities:Design and implement quantitative investment strategies that leverage...


  • Austin, United States Solar Edge, LLC Full time

    DescriptionPower the Future with us!SolarEdge (NASDAQ: SEDG), is a global leader in high-performance smart energy technology, with over 5000 employees, offices in 34 countries, and millions of products installed in over 133 countries. Our diverse product offering comprises intelligent solar inverters, battery storage, backup systems, EV charging, and...

  • Director, Demand

    3 weeks ago


    Austin, United States Four Hands Full time

    Director, Demand & Growth MarketingDepartment: Marketing Employment Type: Full Time Location: Austin, Texas Reporting To: Ellie Sanchez Description Headquartered in Austin, Texas, Four Hands is the leading global designer and wholesaler of lifestyle home furnishings. We provide an elevated feel to the distinct pieces we design by blending styles, materials,...


  • Austin, United States Solar Edge, LLC Full time

    Description Power the Future with us! SolarEdge (NASDAQ: SEDG), is a global leader in high-performance smart energy technology, with over 5000 employees, offices in 34 countries, and millions of products installed in over 133 countries. Our diverse product offering comprises intelligent solar inverters, battery storage, backup systems, EV charging, and...

  • Chief Product Officer

    2 weeks ago


    Austin, United States Unreal Gigs Full time

    Introduction: Do you have the soul of a creator and the mind of a strategist? Are you someone who can turn a fleeting idea into a product that not only solves problems but also delights users? If you're a visionary who can blend creativity with data-driven decision-making, then our client is looking for you. We're on the hunt for a Chief Product Officer (aka...


  • austin, United States Certinia Full time

    Sales Enablement Program ManagerAustin, Texas WHO WE ARECertinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA),...


  • Austin, United States Certinia Full time

    Sales Enablement Program ManagerAustin, Texas WHO WE ARECertinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA),...


  • austin, United States Certinia Full time

    Sales Enablement Program ManagerAustin, Texas WHO WE ARECertinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA),...


  • Austin, United States Certinia Full time

    Sales Enablement Program ManagerAustin, Texas WHO WE ARECertinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA),...