What are the responsibilities and job description for the Remote Financial Professional - PT/FT position at Get It - Executive?
Job Overview
Join our esteemed financial services team as a flexible Financial Professional, where you can work remotely and enjoy a rewarding career. This role is ideal for motivated individuals, including those looking to supplement their income or seeking a fulfilling career path. We provide comprehensive training to ensure your success from the outset.
Key Responsibilities
As a Financial Professional, you will engage in meaningful activities that help clients achieve their financial aspirations. Your primary responsibilities will include:
While prior experience in financial services is not mandatory, certain skills may enhance your effectiveness in this role, including:
To be considered for this position, you must meet the following criteria:
This role presents significant potential for career advancement within the financial sector. You will benefit from continuous training and mentorship, empowering you to expand your professional skill set and explore opportunities for leadership and agency ownership.
Company Culture And Values
We pride ourselves on fostering a culture of flexibility, collaboration, and mutual support. Our environment encourages individual growth while promoting teamwork, ensuring every team member can thrive both personally and professionally.
Compensation And Benefits
Employment Type: Full-Time
Join our esteemed financial services team as a flexible Financial Professional, where you can work remotely and enjoy a rewarding career. This role is ideal for motivated individuals, including those looking to supplement their income or seeking a fulfilling career path. We provide comprehensive training to ensure your success from the outset.
Key Responsibilities
As a Financial Professional, you will engage in meaningful activities that help clients achieve their financial aspirations. Your primary responsibilities will include:
- Conducting Financial Need Analysis (FNA) for clients
- Assisting clients in asset protection and legacy building
- Providing solutions in debt management, estate planning, and index strategies
- Collaborating with legal professionals for estate planning processes
While prior experience in financial services is not mandatory, certain skills may enhance your effectiveness in this role, including:
- Leadership or managerial experience
- Public speaking abilities
- Strong customer service orientation
- Sales experience
- Knowledge of banking principles
- Familiarity with accounting or finance software
- Entrepreneurial spirit
To be considered for this position, you must meet the following criteria:
- Successfully pass a background check (felonies are disqualifying)
- Possess or be eligible for a U.S. Social Security Number
- Reside in the U.S., Puerto Rico, or Canada during the hiring and licensing process
- Be 18 years of age or older (Federal Requirement)
This role presents significant potential for career advancement within the financial sector. You will benefit from continuous training and mentorship, empowering you to expand your professional skill set and explore opportunities for leadership and agency ownership.
Company Culture And Values
We pride ourselves on fostering a culture of flexibility, collaboration, and mutual support. Our environment encourages individual growth while promoting teamwork, ensuring every team member can thrive both personally and professionally.
Compensation And Benefits
- Salary Range: \(36,000 - \)125,000 annually (based on performance and commissions)
- Unlimited earning potential with performance-based commissions and bonuses
- Ability to earn up to 9 payments monthly
- Free training provided
- Ownership of your book of business, with potential for equity
- Opportunities for performance-based travel rewards
Employment Type: Full-Time
Salary : $36,000 - $125,000
