TFA · 16 hours ago
Entry level Financial Professional (100% REMOTE)
ABQ-SF Metro Area
Part-time
Remote
New Grad
Maximize your interview chancesMarketing & Advertising
No H1B
Insider Connection @TFA
Get 3x more responses when you reach out via email instead of LinkedIn.
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 experience.
Public Speaking experience.
Customer Service experience.
Sales experience.
Banking experience.
Accounting/Software experience.
Entrepreneurial experience.
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
