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Financial Advisor - Remote
Location:
Remote, OR
Description:
About Our FirmWe are a full service financial services firm dedicated to helping families, individuals, and businesses achieve their financial goals. Our firm works with A+ rated companies to provide a client-focused full financial services. We foster a collaborative and supportive work environment where you can learn and grow alongside experienced professionals. We provide advice on:? Asset protection? Debt management? Indexed strategies? Retirement plans? Life insurance? AnnuitiesThis is a fully remote position since all interviews, meetings, and trainings are done through Zoom or phone call. *This is a 1099 position (self-employment taxes) with a performance-based business model Work Types1. Part-time2. Full-time3. Referral Partnership *Many start out as part-time and transition to full-time (no need to quit your current job) Performance Based CompensationMonthly pay ranges between $2,000 - $10,000 through compensation from client services*This is a commission-only position Skills? Strong understanding of financial and life insurance concepts? Excellent communication and interpersonal skills to build rapport with clients? Active listening and problem solving to understand and solve unique situations and concerns? Ability to explain complex financial information in a clear and concise manner? Proactive and self-motivated with a strong work ethic Responsibilities? Connect with potential clients through referrals, networking, and community events? Provide financial planning support to clients? Support investment professionals to cultivate client relationships? Educate clients on available insurance products and coverage options? Customize insurance policies to fit individual needs Qualification? No experience needed (we will assign you with a field trainer and provide weekly training meetings)? Life and Health Insurance License preferred? If you don't have a Life and Health Insurance License, you must be willing and able to study and pass the exam for the state you reside in (we will provide assistance with the process)*Most newly licensed professionals can complete the studying and testing between 5-14 days*We also provide other Licensing opportunities if you are interested Requirements? Must pass a background check? Must have a U.S. Social Security Number? Must currently reside in the United States, Puerto Rico, or Canada during the hiring and licensing processes? Must be 18+ years old (this is a federal requirement)
Company:
TFA
Posted:
August 13 on PostJobFree
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More About this Listing: Financial Advisor - Remote
Financial Advisor - Remote is a Accounting & Finance Financial Advisor Job at TFA located in Remote OR. Find other listings like Financial Advisor - Remote by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor - Remote is a Accounting & Finance Financial Advisor Job at TFA located in Remote OR. Find other listings like Financial Advisor - Remote by searching Oodle for Accounting & Finance Financial Advisor Jobs.