Search jobs > San Antonio, TX > Remote > Part-time > Entry level financial

Entry Level Financial Professional [FLEXIBLE/REMOTE]

Ascent Capital TFA
San Antonio, TX, United States
Remote
Full-time
Part-time

Read Full Description :

The position can be 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.

Ascent Capital, among other firms, is regulated by our broker-dealer Transamerica. Our office is growing rapidly all across the continental United States.

We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients.

Work Types

We offer 3 types of work-effort :

  • Full-Time
  • Part-Time
  • 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 Referral or Part time prior to transitioning to full time but can still make the same commissions as our full-timers.

You get to work with A+ Rated financial companies across the nation.

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)
  • 17 days ago
Related jobs
Promoted
Adams & Martin Group
San Antonio, Texas
Remote

Flexible paid time off (PTO), paid parental leave, and paid holidays. ...

100% Remote - Flexible Start
San Antonio, Texas
Remote

Remote Work From Home Data Entry / Data Entry Role / Data Entry Processes / Typing / Remote Customer Service / Work From Home Administrative Assistant. All backgrounds and skill levels needed - Administrative assistants, customer service reps, entry level workers, retail workers, amazon workers, hea...

Spade Recruiting
Texas
Remote

A+ Superior Rating by AM Best for its financial strength. ...

Ea Agency / Symmetry Financial Group
San Antonio, Texas
Remote

This is a unique opportunity to truly control your time, maintain that work life balance and establish a financial legacy for your family. Remote Work-  work from home! Uncapped Earnings: START OUT AT 80% COMMISSION WORK YOUR WAY UP TO 130 % Ability to build your own agency:  AGENCY OWNERS...

Best Days Travel
TX, US
Remote

Handle client inquiries and resolve issues with professionalism and efficiency. ...

Global Financial Impact - Brian Garcia
San Antonio, Texas
Remote

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. Leadership/Managerial - Public Speaking - Customer Service - Sales - Banking - Accounting/Software - Entrepreneu...

Jet Setters Journey
, Texas, ,
Remote

Ability to stay organized, regard to information, follow guidelines and multi-task in a professional and effective manner. Assist in developing a favorable, professional and safe work environment. ...

Adams & Martin Group
San Antonio, Texas
Remote

Flexible paid time off (PTO), paid parental leave, and paid holidays. ...

Global Elite
San Antonio, Texas
Remote

With a world class support staff, incredible mentorship, and growth opportunities at every level - this might be the career change you've been looking for. ...

Jet Setters Journey
, Texas, ,
Remote

Ability to stay organized, regard to information, follow guidelines and multi-task in a professional and effective manner. Assist in developing a favorable, professional and safe work environment. ...