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Entry Level Financial Professional
2 months ago
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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