Remote Financial Planning Analyst Jobs in Raleigh, NC

Our Client is the fastest growing financial brokerage and seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry opportunity with the flexibility to work from home while building your sales career in financial services.

1. ALL Work from Anywhere Capacity
2. Part time or Full Time positions available you do not have to quit your current job to see if this is a fit.
3. Great free training and mentorship provided; no experience is needed
4. Very lucrative, especially with baby boomers retiring as they control 70% of the wealth; can potentially can earn over six figures or more
5. Leadership and Upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families’ long-term financial security, and this is where we come in. Must be able to pass a background check and obtain a state financial producer license (with our guidance and free program).

Here's what sets this opportunity apart:

• Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, stock options and beneficiary to your business and agency, provided you get to a certain leadership
• Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
• Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
• Get paid what you are worth: COMMISSION ONLY, performance-based business model Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, World-class Travel, etc.

DAILY ROLE:

• COMMISSION ONLY, performance-based business model
• Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS (Just went Public) as a lead generation tool as well.
• Develop Financial Need Analysis (FNA) for Clients
• Place families, individuals, and business owners in a financial position of advantage for some of the following:
• Protect Retirement Assets/401k and all IRA (Roth) Funds
• College Planning
• Tax-Free and Tax-Deferred Index Strategies
• Debt Management Services
• Annuities, Roth Conversions, and 401k and IRA Rollovers
• Estate & Business Planning with our advance planning team

LUCRATIVE COMPENSATION:

• Uncapped 1099 / production-based commission income (one client may be $2,500 in compensation and another may be $10,000)
• Residual income (paid from work done last year, every year)
• Passive income
• Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

• Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Fidelity, Ethos, AIG, and over fortune 500 companies.
• Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
• Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
• Build meaningful and lasting relationships and experiences with clients, business associates, and partners
• Expand business, management, and leadership skills working with clients, team members, and new associates
• Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
• Minimum 18 years of age
• Legal U.S. Resident, Citizen or Work Permit with SSN
• Able to pass a Background Screening
• Able to complete licensing requirements within 30 days
• Accountable with high level of integrity (critical in this regulated and customer based industry)