Financial & Annuity/Life Insurance Professional

Job not on LinkedIn

🕒 May 20

🏄 California – Remote

🏄 California – Remote

💵 $12k - $125k / year

⏱ Part Time

🟠 Senior

🔴 Lead

🔒 Insurance

👻 Ghost score 53%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Association for Financial Professionals

WebsiteLinkedInAll Job Openings

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

• Educate clients and develop Financial Need Analyses (FNA) • Help families, individuals, and business owners protect assets and funds • Help clients build and leave a legacy • Provide index strategies • Provide debt management services • Support estate planning with the legal team • Prospect for clients and potential partners • Attend client appointments and training via Zoom • Build and manage the business with support from an assigned Field Trainer • Participate in daily training • Work with A+-rated financial companies, including ETHOS/Corebridge and others

🎯 Requirements

• 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-license process • Must be 18+ years old • No financial experience required • Must be willing to complete training • Must be able to work independently as a remote agent • Part-time availability of 6–15 hours per week, if choosing part-time work • Experience or skills in leadership/managerial work, customer service, sales, banking, accounting/software, or entrepreneurship/business is helpful but not required

🏖️ Benefits

• Unlimited earning potential • Flexible schedule • Free training • Daily training • Field Trainer support • Own your book of business • Agency ownership and equity • Beneficiary rights to your business and agency • Agency bonuses • Yearly renewals • Stock options • Profit sharing • Performance-based world trips for those who qualify • Advancement opportunities • Work from home • Paid 8 to 9 times a month