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The 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 resume. No prior experience is required as we have an incredible training program through the company.
We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients.
Work Types
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 Referrals 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. The best part about this opportunity, it’s 100% remote.
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
Opportunity Description
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of the following:
1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Index Strategies
4. Debt Management Services
5. Estate Planning with our legal team
-1099 position with performance-based business model
Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
3. It’s all Remote, Zoom is our platform.
4. 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.
5. Daily training to help shape your business.
Non-negotiable
- 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, Puerto Rico or Canada during the initial for the process. (Hiring-License)
- Must be 18 years old (This is a Federal Requirement)
Job Type: Part-time
Salary: Ranges from $36,000.00 - $125,000.00 per year (1099 Production based)
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Full Time
$129k-149k (estimate)
03/29/2024
04/11/2024
The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.