TFA · 20 hours ago
Entry Level Financial Services Representative (Flexible and Remote)
Oregon, United States
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 with our legal team, Different Types of Life Insurance, Different Types of Annuities, Final Expense
Daily training to help shape your business
Qualification
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Required
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, Puerto Rico or Canada during the initial for the process. (Hiring-License)
Must be 18+ years old (This is a Federal Requirement)
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.
Preferred
Leadership/Managerial
Public Speaking
Customer Service
Sales
Banking
Accounting/Software
Company
TFA
0-1 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase
