Remote Financial Strategist Job at Pinnacle Elite
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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