Escalate Financial

This 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.. Our office is growing rapidly all across the continental United States.. No financial experience is required before starting as you will learn everything hands on throughout training program.. Estate Planning with our legal team. Part Time - 6-10 hours a Week, varies by the individual.

financial literacy

This 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 we have an incredible training program through the company. Our office is growing rapidly all across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the client's needs. 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 start with any of these options* Most of our newly licensed professionals start off as Referral or Part time prior to transitioning to full time. You get to work with A-Rated financial companies across the nation. The best part about this opportunity, it’s 100% remote. Experience No financial experience is required before starting as you will learn everything hands on throughout training program. 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
- Place families, individuals, and business owners in a financial position of advantage for some of these following: 1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Index Strategies
4. Debt Management Services
5. Estate Planning with our legal team
6. Different Types of Life Insurance
7. Different Types of Annuities
8. Final Expense Work Schedule 1. Part Time - 6-10 hours a Week, varies by the individual.
2. Leads - We teach warm & cold market, we don’t have you buy leads
3. It’s all Remote, zoom is our platform.
4. You are partnered with a “Field Trainer” who is an experienced professional and 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 partners.
5. Daily training to help shape your business. Mandatory Qualifications - If you do not have a Life & Health License, you must be willing and able to study and pass for whichever state you’re residing in. (Most newly licensed professionals could complete the studying in 5-14 days) We will help you throughout this process so you can be completely certified if you’re not.
Since we are a full-fledged firm, you would be able to add additional licenses as well if you would like. Non-Negotiable - Must pass a background check (No Felonies)
- Must have 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)

START NEW SEARCH