Ascent Capital TFA · 4 hours ago
Entry Level Financial Professional [FLEXIBLE/REMOTE]
Boise, ID
Part-time
Remote
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:
1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Index Strategies
4. Debt Management Services
5. Estate Planning
6. Life Insurance
7. Annuities
8. 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.
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
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
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
