Entry Level Financial Professional

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 you will be fully trained through the company.

I am a Licensing Teacher with over 30 years of teaching experience! I will help you throughout this process so you can become certified to market and distribute financial services. I have study materials and games to help you pass the exam fast!!!

This is a commission only~1099 business opportunity~

This is not a salary position.

There's a fee for the background check and state licensure.

This is not an internship!

Engagement Opportunities

We offer 3 ways to participate~

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*

Our company is a rapidly expanding financial firm, with a vision of "No Family Left Behind". We are in alignment with Pinnacle Elite. We help families create comprehensive financial plans and solutions to put them on track to achieve financial independence and generational wealth.

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

Most of our new agents start off as Referral 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. Best part about this opportunity, it’s 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 quickly in the company.

- Leadership/Managerial

- Public Speaking

- Customer Service

- Sales

- Banking

- Accounting/Software

- Entrepreneur

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 for some of these following:

1. Protect Assets/Funds

2. Build and Leave a Legacy

3. Strategize your 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, you must be willing and able to study and pass for whichever state you’re residing in.

Non-Negotiable

- Must pass a background check (No Felonies)

-There is a fee for background check and licensing/training

- 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)