Logo for Association for Financial Professionals

Fully Remote Financial & Annuity/Life insurance professional (Remote)

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 during the initial hiring process
  • Must be 18+ years old (Federal Requirement)

Responsibilities

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage
  • Utilize lead generation strategies to connect with clients
  • Conduct client appointments and training remotely on Zoom

Key facts

Hard skills

Other skills

  • Sales
  • Customer Service
  • Leadership
  • Entrepreneurship
  • Business Acumen

About the company

Association for Financial Professionals logo

Association for Financial Professionals

  • Professional Associations
  • 51–200
Headquartered outside of Washington, D.C., the Association for Financial Professionals (AFP) is the professional society committed to advancing the success of treasury and finance members and their organizations. AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A professional credentials, which set the standards of excellence in treasury and finance. Each year, AFP hosts the largest networking conference worldwide for more than 7,000 corporate financial professionals. These websites are also part of AFP: AFP Annual Conference https://conference.financialprofessionals.org/ The most important event for treasury and finance worldwide providing the very best in original, essential and unbiased content. Certified Treasury Professional https://ctpcert.financialprofessionals.org/ The leading credential in treasury worldwide. Certified Corporate FP&A Professional https://fpacert.financialprofessionals.org/ The leading credential in financial planning and analysis worldwide. AFP Collaborate https://collaborate.financialprofessionals.org/ The online community for treasury and finance professionals to ask questions, hear new ideas and provide feedback.

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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 commission based position. Part time agents can add an additional $1000-$10,000+ remotely from home or on the go.

Work Types
We offer types of work effort:
1. Full Time
2. Part Time (6-15 hrs/week)
*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 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. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS/Corebridge and few others as a lead generation tool as well.
3. It’s all Remote, We conduct all our client appointments and training on the Zoom 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 during the initial for the process. (Hiring-License)
- Must be 18+ years old (This is a Federal Requirement)
Job Type: Part-time

1099 commission rate: Ranges from $12,000.00 - $125,000.00+ per year
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.

If you are interested and have questions, please reach out.

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