Financial Services Representative
1 month ago
We are seeking highly motivated and competent individuals to join our team as Remote Financial Professionals. As a key member of our organization, you will be responsible for developing financial need analysis for clients and providing them with personalized financial solutions.
Key Responsibilities:
- Develop Financial Need Analysis (FNA) for clients
- Place families, individuals, and business owners in a financial position of advantage
- Protect assets/funds, build and leave a legacy, and implement index strategies
- Manage debt and provide estate planning services
Requirements:
- No prior financial experience required
- Must pass a background check and have a U.S. Social Security Number
- Must reside in the United States, Puerto Rico, or Canada
- Must be 18+ years old
Benefits:
- Unlimited earning potential
- 100% production-based pay
- Free training and performance-based world trips
- Ownership of your book of business and agency
Work Schedule:
- Part-time hours, varies by individual
- Remote work with Zoom platform
- Assigned field trainer for support and guidance
Non-Negotiables:
- Must have a valid U.S. Social Security Number
- Must reside in the United States, Puerto Rico, or Canada
- Must be 18+ years old
Salary: $36,125,000.00 per year (1099 production-based)
Other Benefits:
- Unlimited earning potential
- 100% production-based pay
- Free training and performance-based world trips
- Ownership of your book of business and agency
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