What are the responsibilities and job description for the Entry Level Financial Professional position at Sawtooth Financial?
Read Full Description:
The position can be fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.
Sawtooth Financial, among other firms, is regulated by our broker-dealer Transamerica. Our office is growing rapidly all across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients.
Work Types
We offer 3 types of work-effort:
- Full-Time
- Part-Time
- Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start off as Referral or Part time prior to transitioning to full time but can still make the same commissions as our full-timers. You get to work with A Rated financial companies across the nation.
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
Experience
No financial experience is required before joining as you will learn everything hands on. However, if you have any of these skill sets or experience it will help you move quickly in the company:
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Marketing
- Accounting/Software
- Entrepreneurship
Benefits
- Flexible schedule, start as little as 10 hours/week
- Performance-based pay 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
Mandatory Qualifications
- 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. We will help you throughout this process so you can be completely certified if you’re not.
- 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 during the initial hiring and licensing process
- Must be 18 years old (This is a Federal Requirement)