TFA · 7 hours ago
Entry Level Financial Professional (100% REMOTE)
ABQ-SF Metro Area
Part-time
Remote
New Grad
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Insider Connection @TFA
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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
Estate Planning
Life Insurance
Annuities
Final Expense
Qualification
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Required
Must currently reside in the United States during the initial hiring and licensing process.
Must have or be able to obtain a U.S Social Security Number.
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.
Must pass a background check (No Felonies).
Must be 18+ years old (This is a Federal Requirement).
Preferred
Leadership/Managerial
Public Speaking
Customer Service
Sales
Banking
Accounting/Software
Entrepreneur
Benefits
Flexible schedule, start as little as 10 hours/week
Performance-based position 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
Company
TFA
0-1 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase
