[Remote] Financial Professional
Note: The job is a remote job and is open to candidates in USA. Advantage Financial Brokers is a rapidly growing company in the financial services sector, seeking motivated individuals to join their team as Financial Professionals. This role offers comprehensive training and the opportunity to develop financial strategies for clients, focusing on asset protection, legacy building, and various financial services.
Responsibilities
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of these following:
- Protect Assets/Funds
- Build and Leave a Legacy
- Index Strategies
- Debt Management Services
- Estate Planning
- Life Insurance
- Annuities
- Final Expense
Skills
- Must reside in the USA
- 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
- 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 and licensing process
- Must be 18+ years old (This is a Federal Requirement)
- Leadership/Managerial experience
- Public Speaking experience
- Customer Service experience
- Sales experience
- Marketing experience
- Accounting/Software experience
- Entrepreneurship experience
Benefits
- Flexible schedule, start as little as 10 hours/week
- Performance-based pay with uncapped ceiling on income
- Leads - We teach warm & cold market, we don’t have you buy leads
- It can be done in person, OR 100% remote with Zoom as the platform
- 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.
- Daily training/coaching
- Flexible schedule
Company Overview