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