Financial Professional

  • Full-time

Company Description

Our values to our clients are to provide the knowledge, support, guidance, and confidence to build their financial future.

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Our values to our agents are to provide the tools, environment, mentorship, and examples of success to allow them to flourish.

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At Pinnacle, we believe in the 5 F's

Faith, Family, Finances, Fitness, and Fun

are the key to having a successful business and living a fulfilling life

 

Job Description

We're specifically looking for positive, ambitious professionals who can help with the high volume of clientele we have had since COVID-19. This is a work-from-home position. Part/Full Time only. Flexible hours.

- 1099 

-Part-Time $3,00-$5,000/mo

-Full-Time $6,000-$10,000/mo

Responsibilities:

-Attend 3 to 5 trainings a week

-Conduct monthly, weekly, and quarterly maintenance meetings calls to clients, agents, and the leadership team.

-Assist in booking and conducting appointments with clients

The role also includes education on:

Retirement, Investing, Life Insurance, Legacy Protection, College Planning, Taxes ect.

Qualifications

-US Citizen

- 18 years old or older

-Ability to pass a background check

-Ability to pass a multiple-choice state licensing exam

-Basic understanding of retirement concepts like 401k , Pensions ect.

-Sales experience preferred

*Comprehensive training available

*Positive personality is required

Additional Information

All your information will be kept confidential according to EEO guidelines.

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