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Primerica Financial Services (PFS)- . As a leader in the financial services industry, we have partnerships with some of the largest financial companies in the industry (Fidelity, Franklin Templeton, Rocket Mortgage, to name a few) which allows us to protect and grow financial independence for families and businesses. Role Description This is a remote role as a Financial Advisor. The Financial Coach will be responsible for providing financial planning, retirement planning, and investment advice to clients. We're actively looking for someone who is ambitious, entrepreneurial-minded and wants to be part of our mission of sharing financial literacy with middle-class families by educating themselves and their communities about How Money Works™. They will analyze clients' financial situations and develop customized strategies to help them achieve their financial goals. THE IDEAL CANDIDATE - Values Freedom and Flexibility - Possesses high Integrity - Ethical and always has the client’s best interest first - Excels at Working Independently as well as in a Team Environment - Ambitious and Motivated - Entrepreneurial-Minded - Self-starter and strong follow-through - Has an interest in Personal Finance (regardless of experience level) - Has Excellent communication and interpersonal skills Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Able to pass a Federal Background Check - Able to complete licensing requirements (Life Ins. & Securities) within 60-90 days - Accountable with a high level of integrity ENVIRONMENT We have a very positive and supportive team culture. We were founded by teachers and coaches and the leadership is constantly striving to help people become better versions of themselves! While we're passionate about teaching people how to reach their financial goals, we also train our reps on leadership skills, business management, marketing, social media/branding, communication, and more! Training and flexible work hours can fit into your existing schedule Part-Time or Full-Time. This is a production-based, 1099. NO prior certification, experience, or education is necessary.
This is a part-time role for a Financial Representative. The Financial Representative will be responsible for providing financial planning advice, offering insurance solutions, assisting with retirement planning, and facilitating investments. Start a new career and get paid to train! Build a business and learn as you go! Qualifications Financial Planning and Finance skills Insurance knowledge and experience Retirement Planning expertise Investment understanding Strong communication and interpersonal skills Ability to work independently and remotely Good organizational and time management skills Previous experience in the financial services industry is a plus Company Description Our Firm is leading financial services company operating for over 46 years. We have more than 2,000 corporate employees who support over 135,000 licensed independent representatives. Our focus is on serving the needs of middle-income families by offering financial education and a range of financial products and services.
Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future
Position Overview: We are seeking a highly motivated Real Estate Intern to assist with various tasks related to data gathering, contract building, and homeowner engagement. This role offers a unique opportunity to gain hands-on experience in the real estate industry and offers a commission-based incentive for successful homeowner engagement. Key Responsibilities: Data Gathering & Analysis: Utilize our proprietary software to gather and analyze data on specific homes in the area. Assist in evaluating mortgage information to provide homeowners with a clear understanding of their financial situation. Contract Building & Management: Create and modify contracts using templates and software tools. Ensure all contracts are accurate, compliant, and ready for client review and signature. Coordinate the shipping and tracking of contracts to homeowners and other relevant parties. Homeowner Engagement & Sales: Engage with homeowners to educate them about their mortgages and the potential benefits of selling their homes. Conduct sales presentations and negotiations to facilitate the selling process. Build and maintain strong relationships with homeowners to foster trust and client loyalty. Administrative Support: Assist with general administrative tasks as needed, including scheduling appointments, answering phone calls, and responding to emails. Qualifications: Currently enrolled in or recent graduate of a Bachelor’s program in Business, Real Estate, Finance, or related field. Strong interpersonal and communication skills. Basic understanding of real estate transactions and mortgage concepts is a plus. Spanish is a plus. Highly organized with strong attention to detail. Self-motivated with a strong desire to succeed and contribute to a growing startup environment. Benefits: Hands-on experience in the real estate industry. Opportunity for commission-based compensation. Mentorship from experienced real estate professionals. Flexible working hours, company benefits.