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Entry Level Financial Professional

2 months ago


Washington, United States Ascent Capital TFA Full time

Work Types Full-Time Part-Time Referral Partner depending on your current employment schedule. 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 Public Speaking Customer Service Sales Banking Accounting/Software Entrepreneur Responsibilities Develop Financial Need Analysis (FNA) for Clients Place families, individuals, and business owners in a financial position of advantage for some of these following: Protect Assets/Funds Build and Leave a Legacy Index Strategies Debt Management Services Estate Planning Life Insurance Annuities Final Expense Benefits Flexible schedule, start as little as 10 hours/week Performance-based pay with uncapped ceiling on income Leads - We teach warm & cold market, we don’t have you buy leads It can be done in person, OR 100% remote with Zoom as the 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. This includes how to prospect clients and potential partners. Daily training/coaching Mandatory 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. 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 during the initial hiring and licensing process Must be 18+ years old (This is a Federal Requirement)

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