Remote Financial Professional - PT/FT
Posted 2025-04-06Job Overview
Are you eager to embark on a rewarding and adaptable career journey? We invite driven individuals to explore our fully remote opportunities as Financial Professionals. This role provides an excellent chance to enhance your resume while contributing to clients' financial well-being. No previous experience is necessary as we offer extensive training to pave your path to success.
Key Responsibilities
As a Financial Professional, your essential duties will include:
 Crafting tailored Financial Needs Analyses (FNA) for clients
 Assisting families, individuals, and business owners in achieving financial security through:
 Asset Protection
 Legacy Planning
 Index Strategies
 Debt Management
 Estate Planning (with access to legal support)
Required Skills
While prior financial experience is not mandatory, the following skills will contribute to your success in this position:
 Leadership or managerial experience
 Public speaking abilities
 Strong customer service orientation
 Sales proficiency
 Banking or accounting background
 An entrepreneurial mindset
Qualifications
To qualify for this role, candidates must:
 Successfully pass a background check (no felonies)
 Hold or be eligible to obtain a U.S. Social Security Number
 Reside in the United States, Puerto Rico, or Canada during the hiring and licensing process
 Be at least 18 years old (Federal Requirement)
Career Growth Opportunities
We are committed to your professional development. Many team members begin their journey as Referral Partners or in part-time roles, often transitioning to full-time positions as they grow within the company. Daily training and mentorship are at your disposal to facilitate your success.
Company Culture And Values
Our organization thrives on fostering a collaborative and supportive atmosphere that values flexibility and empowers individuals to achieve their personal and professional aspirations. We believe in nurturing commitment and motivation among our team members.
Compensation And Benefits
Our financial professionals enjoy a competitive earning potential ranging from (36,000 to )125,000 annually, based on performance.
 Unlimited commission potential with uncapped earnings
 Multiple income streams such as producer bonuses, agency bonuses, renewal income, stock options, and profit-sharing
 Frequent payments, averaging 8-9 times per month
 Example: Commissions per client can vary from (2,000 to )10,000
Join our team and start your journey towards financial independence and career fulfillment. We look forward to receiving your application!
Employment Type: Full-Time
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