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Entry Level Financial Professional

Job not on LinkedIn

🔥 2 minutes ago

🤠 Texas – Remote

infoinfo

⏱ Part Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Association for Financial Professionals's careers page, not through a job board

First seen by Remote Rocketship 2 minutes ago

Logo of Association for Financial Professionals

Association for Financial Professionals

51 - 200 employees

Founded 1976

💸 Finance

📚 Education

Finance • Education • Certification

Association for Financial Professionals (AFP) is a prominent organization that specializes in certification and professional development for treasury and finance professionals. They administer the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC) designations, which serve as global standards of excellence in the finance industry. AFP's mission is to drive the future of finance and treasury through certification, training, and hosting significant events that foster professional growth and networking opportunities.

📋 Description

• Build professional relationships with individuals and families • Learn about clients’ financial protection needs and goals • Explain available insurance and financial protection products within applicable licensing requirements • Follow up with prospective and existing clients • Maintain accurate client records and follow company procedures • Participate in training and professional development

🎯 Requirements

• Strong communication and interpersonal skills • Professional, organized, and dependable • Willingness to learn and develop new skills • Sales, customer service, or business development experience is helpful but not required • An active insurance license is a plus • Candidates without a license may be considered, subject to applicable licensing requirements • Must satisfy applicable licensing requirements if obtaining a license

🏖️ Benefits

• Independent contractor opportunity • Commission-only compensation structure • Earnings vary based on sales and performance and are not guaranteed • Training and professional development • Training and licensing requirements explained during the interview process • Licensing costs, training expenses, and other required expenses disclosed before candidates make a commitment

Apply Now

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