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Financial Professional

Role overview

Qualifications

  • 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
  • Must be 18+ years old

Responsibilities

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage
  • Protect Assets/Funds, Build and Leave a Legacy, Index Strategies
  • Provide Debt Management Services and Estate Planning with legal team

Key facts

Other skills

  • Sales
  • Customer Service
  • Leadership
  • Entrepreneurship
  • Business Acumen
  • Training And Development

About the company

Association for Financial Professionals logo

Association for Financial Professionals

Company details

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Job description

Are you looking for a remote opportunity that offers unlimited earning potential and a flexible schedule? Look no further! We are currently seeking motivated individuals to join our team as remote agents. This 100% commission-based role allows you to work from the comfort of your own home while receiving top-notch training and support. Whether you have years of experience in sales or are just starting out, we have a comprehensive training program to help you succeed.

Don't miss out on this exciting opportunity to take control of your career and work on your own terms. Apply now!

This is a highly paid 1099 100% commission-based position. Part time agents can add an additional $1000-$10,000+ remotely from home or on the go.

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.

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
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneurship / Business minded
Opportunity Description
- Educate and 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
Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. It’s all Remote, We conduct all our client appointments and training on the Zoom platform.
3. You are assigned a β€œField 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.
4. 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)


If you are interested and have questions please reach out.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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