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Entry Level Financial Professional

Pinnacle Elite

Entry Level Financial Professional

Providence, RI +43 locations
Paid
  • Responsibilities

    Job Description

    Job Description

    Our office is growing rapidly all across the continental United States. My mission is to seek highly motivated, competent, capable and committed business partners to become licensed agents and head into the field to provide the services that meet the needs of our clients.

    Work Types

    We offer 3 types of work-effort

    Full Time

    Part Time

    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 Referral 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. Best part about this opportunity, it's 100% remote.

    Experience

    No financial experience is required before joining as you will learn everything on the job. 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

    Job Description

    - Develop Financial Need Analvsis (FNA) for Clients that encompasses - Debt Income Taxes

    Savings and much more.

    - Place families and individuals in a financial position of advantage for some of these following:

    2. Strategize your finances through Index Strategies

    3. Debt Management Services

    4. Estate Planning with our legal team

    5. Life Insurance

    6. Annuities

    7. Final Expenses

    Work Schedule

    1. Part Time - 6-10 hours a Week, varies by the individual.

    2. Leads - We have Warm and cold Market, we don't buy leads like other companies.

    3. It's all Remote, Zoom is our platform.

    4. You are assigned a "Field Trainer" or Sponsor who 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 business partners.

    5. Daily training to help shape your business.

    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. I will help you throughout this process so you can be completely certified if you're not.

    Non-Negotiable

    - Must pass a background check (No Felonies)

    - Must have or be able to obtain a Social Security Number

    - Must currently reside in the United States. Puerto Rico or Canada during the initial for process.

    - (Hiring-License)

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

  • Locations
    Anchorage, AK • Little Rock, AR • Phoenix, AZ • Los Angeles, CA • Denver, CO • Bridgeport, CT • Wilmington, DE • Jacksonville, FL • Miami, FL • Atlanta, GA • Des moines, IA • Chicago, IL • Indianapolis, IN • Louisville, KY • New Orleans, LA • Boston, MA • Baltimore, MD • Portland, ME • Detroit, MI • Minneapolis, MN • Kansas City, MO • Jackson, MS • Charlotte, NC • Fargo, ND • Omaha, NE • Manchester, NH • Newark, NJ • Albuquerque, NM • Columbus, OH • Oklahoma City, OK • Portland, OR • Philadelphia, PA • Providence, RI • charleston, SC • Sioux Falls, SD • Nashville, TN • Houston, TX • Salt lake City, UT • Virginia Beach, VA • Burlington, VT • Seattle, WA • Milwaukee, WI • Charleston, WV • Cheyenne, WY