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[Remote] Entry Level Financial Professional

Remote, USA Full-time Posted 2025-11-24

Note: The job is a remote job and is open to candidates in USA. Advantage Financial Brokers is seeking highly motivated individuals for the position of Entry Level Financial Professional. This role offers a fully remote opportunity with extensive training to help individuals become licensed professionals in financial services, focusing on client needs and asset protection.


Responsibilities

  • Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage for some of these following: Protect Assets/Funds, Build and Leave a Legacy, Index Strategies, Debt Management Services, Estate Planning, Life Insurance, Annuities, Final Expense

Skills

  • Must reside in the USA
  • If you don't have a Life & Health Insurance License, you must be willing and able to study and pass for whichever state you're residing in
  • Must pass a background check (No Felonies)
  • Must have or be able to obtain a U.S Social Security Number
  • Must currently reside in the United States during the initial hiring and licensing process
  • Must be 18+ years old (This is a Federal Requirement)
  • Leadership/Managerial experience
  • Public Speaking experience
  • Customer Service experience
  • Sales experience
  • Marketing experience
  • Accounting/Software experience
  • Entrepreneurship experience

Benefits

  • Flexible schedule
  • Work from home

Company Overview

  • Advantage Brokers is revolutionizing the traditional financial broker industry. It was founded in 2016, and is headquartered in Los Angeles, CA, US, with a workforce of 51-200 employees. Its website is https://advantagebrokers.co.

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