📋 Role Overview & Responsibilities
This 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 lives. No prior experience is required as you will be fully trained through the company.Our firm is growing rapidly all across the continental United States. Our mission is to seek highly motivated, professional, 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.
Work TypesWe offer 3 types of work-effort:1. Full Time2. Part Time3. 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 a referral partner 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.
ExperienceNo 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 up quickly in the company.- Leadership/Managerial- Public Speaking- Customer Service- Sales- Banking- Accounting/Software- Entrepreneur
Job 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 the following:1. Protect Assets/Funds2. Build and Leave a Legacy3. Strategize your finances through Index Strategies4. Debt Management Services5. Estate Planning with our legal team6. Life Insurances7. Annuities8. Final Expenses
Work Schedule1. Part Time - ~10 hours a Week, varies by the individual.2. Leads - We utilize Warm & Cold Market. We don’t buy leads like other companies.3. It’s all remote, Zoom is our platform.4. You are assigned a “Field Trainer” or Mentor who will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes client and potential business partner acquisition.5. Daily training to help shape your business.
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. We will help you throughout this process so you can become completely certified if you’re not already.- 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).
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