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Entry Level Financial Professional (Remote)

Role overview

Summary

This role focuses on helping individuals and families understand their financial protection and insurance options. You will work as an independent contractor in the financial services sector, building relationships and providing tailored solutions to meet client needs.

Qualifications

  • Strong communication and interpersonal skills.
  • Professional, organized, and dependable.
  • Willingness to learn and develop new skills.
  • Preferred: Sales, customer service, or business development experience is helpful.
  • Preferred: An active insurance license

Responsibilities

  • Build professional relationships with individuals and families
  • Learn about clients’ financial protection needs and goals
  • Explain available insurance and financial protection products
  • Maintain accurate client records and follow company procedures

Key facts

Hard skills

Other skills

  • Sales
  • Customer Service
  • Communication
  • Social Skills
  • Reliability
  • Willingness To Learn

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

Position Overview

We are looking for motivated individuals interested in building a career in financial services. Financial Representatives help individuals and families learn about financial protection and insurance options based on their needs.

This is an independent contractor opportunity with a commission-only compensation structure. Earnings vary based on sales and performance and are not guaranteed.

Responsibilities

  • Build professional relationships with individuals and families
  • Learn about clients’ financial protection needs and goals
  • Explain available insurance and financial protection products within applicable licensing requirements
  • Follow up with prospective and existing clients
  • Maintain accurate client records and follow company procedures
  • Participate in training and professional development

Qualifications

  • Strong communication and interpersonal skills
  • Professional, organized, and dependable
  • Willingness to learn and develop new skills
  • Sales, customer service, or business development experience is helpful but not required
  • An active insurance license is a plus
  • Candidates without a license may be considered, subject to applicable licensing requirements

Training and Licensing

Training and licensing requirements will be explained during the interview process. Any licensing costs, training expenses, or other required expenses will be disclosed before candidates make a commitment.

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