Financial Sales Professional (Remote)

Global Financial Impact; Fort Worth (TX); Remote; USD 36,000 - 125,000; Part time

Job summary

A leading company in financial services seeks motivated individuals to become Financial Sales Professionals remotely. No prior experience is necessary as comprehensive training is provided. This performance-based role offers flexibility and uncapped earning potential, with a supportive team and resources for success.

Benefits

Flexible part-time hours

Free weekly training

Opportunities for bonuses and stock options

Agency ownership potential

Qualifications

• Clean background (no felonies) and US Social Security Number required.
• No financial experience needed; training is provided.
• Must reside in US, Puerto Rico, or Canada during onboarding.

Responsibilities

• Develop Financial Needs Analyses (FNA) for clients.
• Assist clients with asset protection, legacy building, and debt management.

Skills

Leadership

Public Speaking

Customer Service

Banking

Accounting

Job description

About the job: Financial Sales Professional (Remote)

Job brief

• PLEASE READ JOB DESCRIPTION BEFORE APPLYING

OUR MISSION : Helping families get financially educated and serve the community on topics typically learned in school.

Looking for a career change, additional income, or to escape the rat race? As a trained agent with Global Financial Impact (GFI), no prior experience is necessary. We provide training and mentorship, help you obtain a life/health license in your state, and enable you to serve clients while earning income.

This position is fully remote, ideal for stay-at-home career seekers or those wanting to add income streams.

No experience required; our comprehensive training program prepares you for success.

We seek motivated, competent, and committed individuals to become financial professionals and meet client needs.

MANDATORY : Clean background (no felonies), US Social Security Number, reside in the US.

Work options include:

1. Full Time
2. Part Time

Most new agents start part-time (8-15 hours weekly) before transitioning to full-time. We work with 25+ A-rated companies to provide financial literacy to underserved markets.

Salary :

Income varies based on effort and ambition, ranging from $36,000 to $125,000 annually. This is a 1099, performance-based role with no caps.

Experience :

No prior financial experience needed; training is hands-on. Skills in leadership, public speaking, customer service, banking, or accounting can help accelerate your progress.

Responsibilities :

• Develop Financial Needs Analyses (FNA) for clients
• Assist families, individuals, and business owners in financial positioning, including:

1. Asset and fund protection

2. Legacy building

3. Index strategies

4. Debt management

5. Estate planning with our legal team

Work is performance-based, 1099 position.

Schedule :

1. Part-time: 6-15 hours weekly, flexible
2. Leads are provided via three tiers and partner tools like ETHOS
3. Remote work via Zoom
4. Each agent is assigned a Field Trainer for guidance
5. Daily training sessions

Requirements include passing a background check, having a U.S. Social Security Number, residing in the US, Puerto Rico, or Canada during initial onboarding, and being 18+ years old.

Job Type : Part-time with opportunities for bonuses, renewal income, stock options, profit sharing, and agency ownership. Free weekly training available.

Own your book of business, with uncapped earning potential. Get paid multiple times monthly. Opportunities for advancement and world trips exist for qualifying agents.