Financial Professional

Angie Martinez; Mission (TX); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading company is seeking purpose-driven individuals for the role of Financial Associate. This entry-level position offers comprehensive training in financial services, allowing you to help families protect income and build wealth. With no prior experience required, the role emphasizes strong communication skills and the opportunity for mentorship and team building, all while working remotely.

Qualifications

• No prior experience in financial services required.
• Must be coachable and self-motivated.
• Comfortable working remotely and independently.

Responsibilities

• Conduct Financial Needs Analysis (FNA) for clients.
• Offer customized solutions for life insurance and retirement planning.
• Attend weekly team trainings and mentorship sessions.

Skills

Communication

Self-motivation

Coaching

People skills

Education

Life & Health license (or willingness to obtain)

Job description

Executive Business Director at Our Infinite Co.

We’re looking for purpose-driven individuals ready to create a new chapter in their lives professionally and financially. Whether you're a former educator, a corporate professional seeking more flexibility, or someone looking for meaningful work with real earning potential, this opportunity may be the fit.

As a Financial Associate, you'll be trained to help families protect income, eliminate debt, and build wealth while building a business of your own. No financial background required. We provide full mentorship and the tools to succeed from anywhere.

Responsibilities:

1. Conduct Financial Needs Analysis (FNA) for clients (training provided)
2. Offer customized solutions for life insurance, income protection, and retirement planning
3. Attend weekly team trainings and mentorship sessions (virtual)
4. Set appointments and follow up with leads (self-generated or referrals)
5. Option to build and train a team once licensed and experienced

Qualifications

1. No prior experience in financial services required
2. Must be coachable and self-motivated
3. Strong communication and people skills
4. Comfortable working remotely and independently
5. Life & Health license (or willingness to obtain, support provided)

Seniority level

Entry level

Employment type

Contract

Job function

Finance and Sales