Financial Services Professional

Self-employed; United States; Remote; USD 30,000 - 50,000; Part time

Job summary

A rapidly expanding firm seeks motivated individuals for the role of Financial Advocate & Health Care Professional. This position offers full training, flexible schedules, and unlimited growth potential. Candidates will perform financial analyses and assist clients in achieving financial independence.

Benefits

Flexible schedule

Work from home option

Full, in-depth training program

Unlimited growth potential

Qualifications

• Minimum 18 years of age.
• US citizen or legal U.S. resident with SSN.

Responsibilities

• Perform a Financial Need Analysis (FNA) for clients.
• Create individualized strategies and proposals.
• Assist families in achieving advantageous financial positions.

Skills

Motivation

Communication

Job description

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Financial Advocate & Health Care Professional

Company Description

Entrepreneur Opportunity as a 1099 Independent Contractor! As part of a rapidly expanding firm, you can embrace the vision of "No Family Left Behind." We help families create comprehensive financial plans and solutions to put them on track to achieve financial independence, including for generations to follow.

Our virtual office is growing rapidly across the world! We are seeking highly motivated, competent, capable, and committed individuals to become licensed agents and head into the field to meet our clients' needs. Once mastering the system, our business partners can grow into roles in Marketing, Sales, Consulting, Coaching, Recruitment, Business Development, and leadership positions with equity ownership.

Role Description

• Perform a Financial Need Analysis (FNA) for clients, covering debt, income, taxes, savings, and more.
• Create individualized strategies and proposals.
• Assist families and individuals in achieving advantageous financial positions through:
• Asset and fund protection
• Building and leaving a legacy
• Index strategies for financial planning
• Debt management services
• Estate planning with our legal team
• Life insurances
• Annuities
• Final expenses planning

We offer a positive and supportive environment that fosters unlimited growth:

• Full, in-depth training program
• Flexible schedule
• Part-time and full-time opportunities
• Exciting and positive work environment
• Unlimited growth potential
• Work from home option

Qualifications

• Minimum 18 years of age
• US citizen or legal U.S. resident with SSN
• Ability to pass a background check
• Ability to obtain state licensing (training provided)
• No criminal history or record
• Access to a working laptop and stable internet connection

No financial experience is required before joining, as we provide full training!

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Finance and Sales