Financial Service Professional

Remote, USA Full-time Posted 2025-02-21

Job Title: Financial Professional

Location: Fully Remote (Must be within the United States)

Job Type: Commission-Based (1099)

About Us:

Our firm is dedicated to empowering individuals and families by providing them with comprehensive financial solutions. We partner with top Fortune 500 companies to offer our clients custom financial plans, emphasizing education and support. We represent companies such as Transamerica, Prudential, Nationwide, Fidelity and Athene.

Job Overview:

We are seeking self-starters who aspire to build a successful career in the finance industry. This opportunity is ideal for entrepreneurial-minded individuals. We provide in-depth training and mentorship to help you become a proficient agent. Enjoy the flexibility of a remote work environment while earning commissions and shaping your own success.

Key Responsibilities:

Client Consultation and Support:

  • Conduct virtual consultations to assess insurance needs and financial goals with potential clients.
  • Perform a comprehensive financial needs analysis to understand each client's specific circumstances
  • Build and maintain strong client relationships through proactive communication and professional support.
  • Routinely assess and modify client policies to ensure ongoing coverage sufficiency
  • Collaborate and apply marketing efforts to broaden your client base.
  • Product Knowledge:
  • Participate in ongoing training to gain expertise in the latest insurance products
  • Responsible for educating oneself and staying updated with new products and services

Qualifications:

  • Strong desire to succeed and learn.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage time effectively.
  • Entrepreneurial mindset and self-motivated approach.
  • Must be authorized to work in the United States
  • Background checks are required

Benefits:

  • Comprehensive training and mentorship.
  • Flexible work schedule to fit your lifestyle.
  • Opportunity to make a difference in clients' lives by providing valuable financial solutions.

Application Instructions:

If you are ready to embark on a rewarding career in finance, please submit your resume and we will reach out to schedule a phone interview with you. We look forward to hearing from you!

Job Types: Part-time, Contract

Pay: $25,000.00 - $85,000.00 per year

Benefits:
? Flexible schedule
? Health insurance
? Paid time off
? Work from home

Supplemental Pay:
? Commission pay

Application Question(s):
? Are you willing to undergo a background check, in accordance with local law/regulations?
? Are you comfortable working in a remote setting?

Application Question(s):
? Are you willing to undergo a background check, in accordance with local law/regulations?
? Are you comfortable working in a remote setting?

Work Location: Remote

Apply Job!

Similar Remote Jobs

Financial Service Professional

Posted on: 08-01-2025 08:05

Financial Services Account Associate Senior

Posted on: 19-11-2024 06:06

Financial Services - Accounts Receivable

Posted on: 17-02-2025 05:59

Financial Services Consultant

Posted on: 27-08-2024 00:00

Disney Jobs From Home - Remote Jobs

Posted on: 16-07-2024 18:49

Staff Engineer - Mobile (iOS) (REMOTE)

Posted on: 29-10-2024 05:42

Amazon Delivery Driver – Ohio

Posted on: 19-09-2024 00:00

HR Coordiantor/Payroll & Admin $25hr-$30 DOE

Posted on: 05-07-2024 05:50