Financial Professional

Job Description

Job Description

As a newly trained agent with us, you get trained, obtain a license and put yourself in position to service others and create some great income along the way.

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.

MANDATORY : Clean background (No Felonies), Needs USA Social to work and reside in the US.

Work Types

We offer 3 types of Remote work options :

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 as Referrals or Part-time before 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.

Salary : Agents' production ranges based on personal effort and ambition. Most agents work part-time and remotely and start generating some great side income which eventually grows into a six-figure income.

Ranges from $36,000.00 - $250,000.00 per year

We are 100% - 1099 Production based)

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 process. (Hiring-License)
• Must be 18+ years old (This is a Federal Requirement)

Job Type : Part-time

Salary : Ranges from $36,000.00 - $250,000.00 per year

We are 100% - 1099 Production based)

Other aspects of the job to consider : -Unlimited Earning Potential, Paid Multiple Ways

• Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
• Free Training provided.
• Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
• Uncapped, 100% production based-pay; very lucrative for example, one client can be a $2,000 commission, while another client can be a $10,000 commission
• Get paid 8 to 9 times a month
• Fulfilling career with advancement opportunities
• Free performance-based world trips for those who qualify.
16 hours ago