Entry Level Financial Professional jobs in United States
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Advantage Financial Brokers ยท 3 days ago

Entry Level Financial Professional

Advantage Financial Brokers is seeking highly motivated individuals for the position of Entry Level Financial Professional. This role offers a fully remote opportunity with extensive training to help individuals become licensed professionals in financial services, focusing on client needs and asset protection.

Financial Services
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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

Life & Health Insurance LicensePublic SpeakingCustomer ServiceSalesMarketingLeadership/ManagerialAccounting/SoftwareEntrepreneurship

Required

Must reside in the USA
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 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)

Preferred

Leadership/Managerial experience
Public Speaking experience
Customer Service experience
Sales experience
Marketing experience
Accounting/Software experience
Entrepreneurship experience

Benefits

Flexible schedule
Work from home

Company

Advantage Financial Brokers

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Advantage Brokers is revolutionizing the traditional financial broker industry.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase