PT/FT Financial Professional (Remote)

Global Financial Impact

$36K — $125K *
US-AnywhereRemote in San Diego, CA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • No prior financial experience required, training provided.
  • Clean background check (no felonies) essential.
  • Must hold a U.S. Social Security Number.
  • Open to candidates residing in the U.S., Puerto Rico, or Canada.
  • Must be 18 years or older to comply with federal requirements.

Responsibilities

  • Conduct Financial Need Analysis (FNA) for clients.
  • Assist clients in protecting assets and funds.
  • Develop strategies for building and leaving a legacy.
  • Offer debt management services to clients.
  • Collaborate with legal teams on estate planning.
  • Generate leads through a structured tier system.
  • Engage in daily training to improve business acumen.

Benefits

  • Fully remote position with flexible hours.
  • Free comprehensive training available.
  • Acquire ownership of your book of business.
  • Performance-based compensation with no caps.
  • Opportunities for agency ownership and profit sharing.
  • Potential to earn commission ranging from $2,000 to $10,000 per client.
  • Incentives for performance, including free trips for qualifying individuals.
Full Job Description
About the job PT/FT Financial Professional (Remote)

Job brief

**PLEASE READ JOB DESCRIPTION BEFORE APPLYING**

Looking to get out the rat race? A career change? or do you just want to add another stream of income in your household?

As a newly trained agent with Global Financial Impact (GFI), no experience is necessarily, you will get trained/mentored, obtain a life/health license in your residing state and put yourself in position to service others and create some great income along the way.

The position is fully remote, great for the stay-at-home career seekers 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.

We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients.

MANDATORY: Clean background (No Felonies), Needs USA Social to work and reside in the US.

Work Types (Check out our business platform on our website)

We offer 3 types of work effort:

1. Full Time

2. Part Time

3. 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 as Referrals or Part-time agents (8-15 hours weekly) before transitioning to full-time role. As a GFI associate, we are contracted only through 25+ A rated companies with the focus of providing valuable financial literacy to markets that are under served.

Salary:

Agents production ranges based on personal effort and ambition. Most agents work part-time and remotely and start generating some great side income which eventually grows into a six-figure income.

Ranges from $36,000.00 - $125,000.00 per year

(We are 100% - 1099 Production based)

No hourly or salary - no caps on your performance.

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

- Banking

- Accounting/Software

- Entrepreneur

Opportunity Description

- Develop Financial Need Analysis (FNA) for Clients

- Place families, individuals, and business owners in a financial position of advantage for some of the following:

1. Protect Assets/Funds

2. Build and Leave a Legacy

3. Index Strategies

4. Debt Management Services

5. Estate Planning with our legal team

-1099 position with performance-based business model

Work Schedule

1. Part Time - 6-15 hours a Week, varies by the individual.

2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.

3. It's all Remote, Zoom is our platform.

4. 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.

5. Daily training to help shape your business.

Non-negotiable

- Must pass a background check (No Felonies)

- Must have a U.S Social Security Number

- Must currently reside in the United States, Puerto Rico, or Canada during the initial for process. (Hiring-License)

- Must be 18+ years old (This is a Federal Requirement)

Job Type: Part-time

- (Producer, Agency Bonus, Yearly book of business Renewal, Stock Options, Profit Sharing, etc)

- Free Training provided. (15 trainings weekly at your disposal)

- Own your book of business, agency ownership, equity, and beneficiary to your business and agency.

- Uncapped, 100% production based-pay; very lucrative--for example, one client can be a $2,000 commission, while another client can be a $10,000 commission

-Get paid 8 to 9 times a month

-Fulfilling career with advancement opportunities

-Free performance-based world trips for those who qualify.

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