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PT/FT Financial Professional (Remote)
Global Financial Impact - Brian Garcia • Remote • Posted 24 days ago via ZipRecruiter
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Remote • Part-time • $36,000-$125,000/yr • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Financial Professional position at Global Financial Impact, under the leadership of Brian Garcia, is a fully remote role ideal for stay-at-home career seekers or those looking to add another stream of income. No prior experience is required as a comprehensive training program is provided. The role involves developing financial need analyses for clients, placing them in advantageous financial positions, and working with A+ rated financial companies. The position offers a performance-based business model with a 1099 position, allowing for flexible work schedules and the opportunity for unlimited earning potential.
Responsibilities
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage
- Work with A+ rated financial companies
- Utilize 3 tiers of lead generations: Hot, Warm, and Cold leads
- Partner with ETHOS for lead generation
- Work remotely using Zoom as the platform
- Assign a Field Trainer for initial business support
- Receive daily training to shape your business
Qualifications
Required
- 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, Puerto Rico or Canada during the initial hiring process
- Must be 18+ years old
Preferred
- Leadership/Managerial skills
- Public Speaking skills
- Customer Service skills
- Sales skills
- Banking knowledge
- Accounting/Software skills
- Entrepreneurial experience
Full Job Description
Job Description
The position is 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 financial professionals and head into the field to provide services that meet the needs of clients.
Work Types
We offer 3 types of work effort:
1. Full Time
2. Part Time
3. Referral Partner depending on your current employment schedule.
*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 Referrals or Part-time prior to transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation. The best part about this opportunity, it’s 100% remote.
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.
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur
Opportunity Description
- Develop Financial Need Analysis (FNA) for Clients
- Place families, individuals, and business owners in a financial position of advantage for some of the following:
1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Index Strategies
4. Debt Management Services
5. Estate Planning with our legal team
-1099 position with performance-based business model
Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
3. It’s all Remote, Zoom is our platform.
4. 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.
5. Daily training to help shape your business.
Non-negotiable
- 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, Puerto Rico or Canada during the initial for the process. (Hiring-License)
- Must be 18+ years old (This is a Federal Requirement)
Job Type: Part-time
Salary: Ranges from $36,000.00 - $125,000.00 per year (1099 Production based)
Other aspects of the job to consider:
- Free Training provided.
- Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
-Uncapped, 100% production based-pay; very lucrative--for example, one client can be a $2,000 commission, while another client can be a $10,000 commission
-Get paid 8 to 9 times a month
-Fulfilling career with advancement opportunities
-Free performance-based world trips for those who qualify.
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