The position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as you will be fully trained through the company.
Pinnacle Elite is a rapidly expanding financial firm, with a vision of "No Family Left Behind". We help families create comprehensive financial plans and solutions to put them on track to achieve financial independence, including for generations to follow.
As a financial professional leading a financial professional team-of-teams, our office is growing rapidly all across the continental United States. My mission is to seek highly motivated, competent, capable and committed business partners to become licensed agents and head into the field to provide the services that meet the “Needs” of our clients.
Work Types
We offer 3 types of work-effort 1. Full Time, 2. Part Time, 3. Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start off as Referral or Part time prior to transitioning to full time but still make the same commissions as our full timers. You get to work with A+ Rated financial companies across the nation. Best part about this opportunity, it’s all remote.
Experience
No financial experience is required before joining as you will learn everything on the job. However, if you have any of these skill sets or experience it will help you move quickly in the company.
⁃ Leadership/Managerial
⁃ Public Speaking
⁃ Customer Service
⁃ Sales
⁃ Banking
⁃ Accounting/Software
⁃ Entrepreneur
Job Description
⁃ Develop Financial Need Analysis (FNA) for Clients that encompasses - Debt, Income, Taxes, Savings and much more.
⁃ Place families and individuals in a financial position of advantage for some of these following:
1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Strategize your finances through Index Strategies
4. Debt Management Services
5. Estate Planning with our legal team
6. Life Insurances
7. Annuities
8. Final Expenses
Work Schedule
1. Part Time - 6-10 hours a Week, varies by the individual.
2. Leads - We have Warm & Cold Market, we don’t buy leads like other companies.
3. It’s all Remote, Zoom is our platform.
4. You are assigned a “Field Trainer” or Sponsor who will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential business partners.
5. Tuesday & Thursday Training to help shape your business.
Mandatory Qualifications
⁃ 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. I will help you throughout this process so you can be completely certified if you’re not.
Non-Negotiable
⁃ 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, Puerto Rico or Canada during the initial for the process. (Hiring-License)
⁃ Must be 18+ years old (This is a Federal Requirement)
Compensation
Potential Compensation (Non Base):
Full Time Average: $50,000-100,000+
Part-time average: $45,000-$75,000+
Referral Average: $20,000-60000+
Tax Season
**(1099) Production/Commission-Based;
Advancement; Equity; Bonuses.
Every investment you’ve made in this business with us are “Tax Write Offs”, you will get it all back and your earning will be way more than what you’ve invested in which you get back during tax season.
Must be able to pass a background check.
Must be willing to get Life and Health License.
Our vision is to create massive change in the marketplace, change the financial industry for the better, and transform people's lives.
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.