Ascent Capital TFA · 8 hours ago
Entry Level Financial Professional [FLEXIBLE/REMOTE]
Boise, ID
Part-time
Remote
Entry Level, Intern/New Grad
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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
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. We will help you throughout this process so you can be completely certified if you’re not.
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
Public Speaking
Customer Service
Sales
Banking
Accounting/Software
Entrepreneur
Benefits
Flexible schedule, start as little as 10 hours/week
Performance-based pay with uncapped ceiling on income
Leads - We teach warm & cold market, we don’t have you buy leads
Daily training/coaching
Company
Ascent Capital TFA
Ascent Capital is a financial services firm that specializes in niche investing alternatives, college planning/child head start plans, business owner solutions and retirement planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
