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Entry Level Financial Professional

4 months ago

Atlanta, United States TFA Full time

This position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their lives. No prior experience is required as you will be fully trained through the company.

Our firm is growing rapidly all across the continental United States. Our mission is to seek highly motivated, professional, and committed business partners to become licensed agents and head into the field to provide the services that meet the needs of our clients.

We offer 3 types of work-effort:

1) Full Time

2 Part Time

3) Referral Partner, depending on your current employment schedule.

*You do not have to quit your current job if you join us with any of these options*

 

Most of our new agents start off as a referral partner or part time prior to transitioning to full time, but still make the same commissions as our full timers. You get to work with A+ rated financial companies across the nation, all 100% remote.

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 move up quickly in the company.

 

  • Leadership/Managerial
  • Public Speaking
  • Teaching
  • Customer Service
  • Sales
  • Banking
  • Accounting/Software
  • Entrepreneur

Job Description:

- 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 including some of the following:

1. Protect Assets/Funds

2. Build and Leave a Legacy

3. Strategize finances through Index Strategies

4. Debt Management Services

5. Estate Planning with our legal team

6. Life Insurances

7. Annuities

8. Final Expenses

 

Mandatory Qualifications:

- If you don’t have a Life & Health Insurance License, we will help you throughout this process so you can become completely certified.

- Must be willing and able to pass a background check (No Felonies).

- Must have a U.S Social Security Number.

- Must be 18+ years old (This is a Federal Requirement).