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
To excel as a Financial Professional, you should possess:
Candidates must meet the following criteria:
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
Employment Type: Other
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
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
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)
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
Employment Type: Other
Salary : $36,000 - $125,000
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