Remote Financial Strategist

Full Time
Boston, MA 02210
Posted
Job description

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 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

Work Location: Remote

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