Financial Services Representative

LTB Capital; United States; Remote; USD 40,000 - 200,000; Full time

Job summary

A leading company in the finance sector is seeking motivated individuals to join as Financial Services Representatives. This flexible, fully-remote position offers extensive training, commissions, and the opportunity to create a positive impact on clients' financial well-being. Candidates can start part-time and transition to full-time with no prior experience necessary.

Qualifications

• No financial experience is required but skills in public speaking and customer service are beneficial.
• Willingness to study for a Life & Health Insurance License is mandatory.

Responsibilities

• Develop Financial Need Analysis (FNA) for clients.
• Assist families and businesses in financial planning.
• Provide ongoing training and support to new agents.

Skills

Public Speaking

Customer Service

Banking

Accounting/Software

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from LTB Capital

The position can be 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.

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:

• Full-Time
• Part-Time

*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 can still make the same commissions as our full-timers. You get to work with A+ Rated financial companies across the nation.

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:

- Public Speaking

- Customer Service

- Banking

- Accounting/Software

Responsibilities

- Develop Financial Need Analysis (FNA) for Clients

- Place families, individuals, and business owners in a financial position of

Advantage for some of these following:

• Protect Assets/Funds
• Build and Leave a Legacy
• Index Strategies
• Debt Management Services
• Life Insurance
• Annuities
• Final Expense
• Flexible schedule, start as little as 10 hours/week
• Performance-based pay with uncapped ceiling on income
• Leads - We teach warm & cold market; we don’t have you buy leads
• It can be done in person, OR 100% remote with Zoom as the platform
• You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
• Daily training/coaching

Mandatory Qualifications

- If you don’t have a Life & Health Insurance License, you must be willing and able to study and pass for whichever state you’re residing in. We will help you throughout this process so you can be completely certified if you’re not.

- 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 during the initial hiring and licensing process

• - Must be 18+ years old (This is a Federal Requirement)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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