Financial Sales Professional (Remote)

Global Financial Impact; San Dimas (CA); Remote; USD 36,000 - 125,000; Part time

Job summary

A leading company is seeking motivated individuals to join as Financial Sales Professionals. This fully remote position offers comprehensive training and mentorship, allowing you to earn income while helping families with financial education. Ideal for those looking to supplement their income, this role offers flexible hours and the potential for significant earnings based on performance.

Benefits

Free training (15 sessions weekly)

Potential bonuses

Renewal commissions

Stock options

Profit sharing

Agency ownership

Equity

Beneficiary rights

Free world trips for qualifying agents

Qualifications

• No financial experience needed initially; training is hands-on.
• Skills in leadership, public speaking, customer service, banking, or accounting can help you progress faster.

Responsibilities

• Develop Financial Need Analyses (FNA) for clients.
• Assist families, individuals, and business owners in gaining financial advantages.
• Conduct estate planning with our legal team.

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 essential financial topics.

Looking to escape the rat race? Considering a career change? Or want to add another income stream?

As a newly trained agent with Global Financial Impact (GFI), no experience is necessary. You will receive training and mentorship, obtain a life/health license in your state, and position yourself to serve others while earning income.

This position is fully remote, ideal for stay-at-home career seekers or those looking to supplement their income.

No prior experience required; we offer comprehensive training through the company.

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

MANDATORY : Clean background (No Felonies), US Social Security Number, reside in the US.

Work Types (see our business platform on our website):

1. Full Time

2. Part Time

• You can maintain your current job if you choose either option.

Most new agents start as referrals or part-time (8-15 hours weekly) before transitioning to full-time. We are contracted through 25+ A-rated companies focused on financial literacy for underserved markets.

Salary :

Agents' earnings depend on effort and ambition. Many start part-time, generating significant side income that can grow into six figures.

Range: $36,000 - $125,000 annually

100% - 1099, performance-based, with no caps on earnings.

Experience

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

Opportunity Description

• Develop Financial Need Analyses (FNA) for clients
• Assist families, individuals, and business owners in gaining financial advantages such as:

1. Asset/Fund Protection

2. Legacy Building

3. Index Strategies

4. Debt Management

5. Estate Planning with our legal team

• 1099, performance-based business model

Work Schedule

• Part-Time: 6-15 hours weekly, flexible per individual
• Leads: Utilizes 3 tiers—Hot, Warm, Cold—plus partner ETHOS for lead generation
• Remote work via Zoom
• Assigned a Field Trainer for guidance on prospecting and client engagement
• Daily training sessions to develop your business

Mandatory requirements:

• Background check (No Felonies)
• US Social Security Number
• Reside in the US, Puerto Rico, or Canada during the initial process
• Age 18+ (Federal requirement)

Job Type : Part-time

• Includes potential bonuses, renewal commissions, stock options, profit sharing, etc.
• Free training (15 sessions weekly)
• Own your book of business, with agency ownership, equity, and beneficiary rights
• Uncapped, performance-based pay; high earning potential
• Get paid 8-9 times per month
• Fulfilling career with growth opportunities
• Potential for free world trips for qualifying agents