Entry Level Financial Services Professional
About the job
The 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 resume. No prior experience is required as we have an incredible training program through the company.
Our office is growing rapidly all across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients.
Work Types
We offer 3 types of work-effort:
1. Full Time
2. Part Time
3. 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 Referral 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, its 100% remote.
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
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur
Opportunity Description
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of these 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
6. Different Types of Life Insurance
7. Different Types of Annuities
8. Final Expense
-1099 position with performance-based business model
Work Schedule
1. Part Time - 6-10 hours a Week, varies by the individual.
2. Leads - We have Warm & Cold Market, we dont have you buy leads
3. Its all Remote, Zoom is our platform.
4. You are assigned a Field Trainer who is an experienced professional and will help you throughout the beginning of your business until youre 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.
Mandatory Qualifications
- If you dont have a Life & Health Insurance License, You must be willing and able to study and pass for whichever state youre residing in. We will help you throughout this process so you can be completely certified if youre not.
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, Puerto Rico or Canada during the initial for the process. (Hiring-License)
- Must be 18+ years old (This is a Federal Requirement)
About Us:
TFA (our broker) is a firm that specializes in helping families build tax-free wealth and cash flow through innovative financial strategies. Significantly increase your income while also understanding how to become a resource for families and business owners in your area. We are not just a financial services company; we are a community united by the goal of achieving financial freedom and empowerment. Our core values of integrity, education, and collaboration drive everything we do.
If you think you are the right person for this career, do not hesitate to apply. We cannot wait to hear from you!
Job Type: Part-time
Pay: $1,500.00 - $5,000.00 per month
Expected hours: No less than 10 per week
Benefits:
Work from home
Application Question(s):
Will you now or in the future require sponsorship to work within the United States?
Work Location: Remote
Job Types: Full-time, Part-time
Benefits:
Work from home
Work Location: Remote
Apply Now
The 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 resume. No prior experience is required as we have an incredible training program through the company.
Our office is growing rapidly all across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients.
Work Types
We offer 3 types of work-effort:
1. Full Time
2. Part Time
3. 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 Referral 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, its 100% remote.
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
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur
Opportunity Description
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of these 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
6. Different Types of Life Insurance
7. Different Types of Annuities
8. Final Expense
-1099 position with performance-based business model
Work Schedule
1. Part Time - 6-10 hours a Week, varies by the individual.
2. Leads - We have Warm & Cold Market, we dont have you buy leads
3. Its all Remote, Zoom is our platform.
4. You are assigned a Field Trainer who is an experienced professional and will help you throughout the beginning of your business until youre 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.
Mandatory Qualifications
- If you dont have a Life & Health Insurance License, You must be willing and able to study and pass for whichever state youre residing in. We will help you throughout this process so you can be completely certified if youre not.
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, Puerto Rico or Canada during the initial for the process. (Hiring-License)
- Must be 18+ years old (This is a Federal Requirement)
About Us:
TFA (our broker) is a firm that specializes in helping families build tax-free wealth and cash flow through innovative financial strategies. Significantly increase your income while also understanding how to become a resource for families and business owners in your area. We are not just a financial services company; we are a community united by the goal of achieving financial freedom and empowerment. Our core values of integrity, education, and collaboration drive everything we do.
If you think you are the right person for this career, do not hesitate to apply. We cannot wait to hear from you!
Job Type: Part-time
Pay: $1,500.00 - $5,000.00 per month
Expected hours: No less than 10 per week
Benefits:
Work from home
Application Question(s):
Will you now or in the future require sponsorship to work within the United States?
Work Location: Remote
Job Types: Full-time, Part-time
Benefits:
Work from home
Work Location: Remote
Apply Now