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Remote Financial Professional - PT/FT Opportunity | WFH

Get It - Executive
Ontario, CA Remote Part Time
POSTED ON 1/5/2025 CLOSED ON 1/19/2025

What are the responsibilities and job description for the Remote Financial Professional - PT/FT Opportunity | WFH position at Get It - Executive?

Job Overview

Join our dynamic team as a Financial Professional, where you’ll have the flexibility to work remotely while making a significant impact on individuals, families, and businesses. This position allows for both full-time and part-time engagement, catering to your personal schedule. Comprehensive training will be provided, ensuring that you are well-prepared for success.

Key Responsibilities

In This Role, You Will

  • Conduct Financial Need Analysis (FNA) for clients
  • Assist clients in:
    • Protecting their assets and funds
    • Building and leaving a legacy
    • Implementing index strategies
    • Offering debt management services
    • Collaborating with a legal team for estate planning
Required Skills

To excel as a Financial Professional, you should possess:

  • Leadership or managerial skills
  • Public speaking abilities
  • Customer service experience
  • Sales knowledge
  • Banking or accounting familiarity
  • An entrepreneurial mindset

Qualifications

Candidates must meet the following criteria:

  • Successfully pass a background check (no felonies)
  • Have or be able to obtain a U.S. Social Security Number
  • Reside in the U.S., Puerto Rico, or Canada during the hiring process
  • Be at least 18 years old (Federal requirement)

Career Growth Opportunities

We offer a variety of career advancement paths, allowing you to transition from part-time or referral partner roles into full-time positions as you cultivate your business. Work alongside A rated financial companies and take advantage of our robust support system.

Company Culture and Values

Our company fosters a culture of flexibility, collaboration, and continuous learning. We emphasize the importance of mentorship and ongoing training to empower our team members. You will have the opportunity to engage with like-minded professionals and build a network that can enhance your career.

Compensation And Benefits

  • Salary Range: \(36,000 - \)125,000 per year (performance-based earnings)
  • Unlimited earning potential through various streams, including commissions, agency bonuses, yearly renewals, stock options, and profit sharing
  • Free comprehensive training designed to ensure your success
  • Opportunities to build and own your book of business
  • Lucrative commission structure with potential high earnings (e.g., \(2,000 to \)10,000 per client)
  • Multiple paydays, allowing you to receive income 8-9 times a month
  • Qualify for performance-based incentives, including trips around the globe

If you are driven by a passion for helping others and are ready to shape your career path, we invite you to apply for this exciting opportunity.

Employment Type: Other

Salary : $36,000 - $125,000

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