Remote Financial Strategist Job at Pinnacle Elite

Pinnacle Elite Milton, GA 30004

Are you looking for an exciting career in the financial services industry?


Here at Pinnacle Elite, we are a full-service financial service provider, and we lead with education to help our clients understand their financial future and insurable need.


We provide ways for our clients to protect themselves and grow their assets, save for retirement, preserve their wealth through estate planning, and so much more!


We are looking for people who are self-motivated, entrepreneurial-minded and coachable to join our expanding team across the nation.


NO experience is necessary for the right candidate. FULL world-class training is provided. The most qualified candidates are those who are bright, hungry, articulate and will work diligently to deserve a 6-figure stable income. Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!


Our Company Offers:

Full, In-depth Training Program

Flexible schedule

Part-Time and Full-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential

Work From Home


Key Responsibilities:

Study, Learn, and execute with on-the-job training

Shadow client meetings, plan designs and presentations

Analyze client financials to determine their needs and risk tolerance

Review available options for clients

Recommend which areas or services fit the client's need

Participate in marketing and expansion strategies


Qualifications:

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Ability to purchase and pass background check

Ability to purchase and pass state licensing exams

NO criminal history/record

A working laptop and internet

Able to complete licensing requirements within 30 days

Accountable with high integrity


Preferred Qualities:

We are looking for individuals that have the following qualities and mindset:


Honesty and integrity are characteristics you live by.

You value and believe in our mission and cause.

You have an entrepreneurial spirit.

You are constantly looking for personal growth.

You are a leader or want to learn to lead.

You are a self-starter and goal oriented.

You can work independently and work well as a team player.


Income Model:

1099 Contractor

Commission-based income with no ceiling

Residual income per annual client contract anniversary

Passive income base for agency development

Equity asset and full business ownership

Bonuses

World travel


Access to Benefits:

Dental insurance

Health insurance

Life insurance

Retirement Plans


Schedule:

Self-determined schedule


Supplemental pay types:

Bonus pay

Commission pay


Work Location:

Anywhere! Remote, In- Person, Or Both




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