Lead Financial Analyst, FP&A (Remote in Texas)
GTTLead financial planning and analysis at GTT by building models, forecasts, and executive insights. Help guide strategic decisions for a global secure connectivity and networking provider.
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Association for Financial Professionals (AFP) develops certification and professional education for treasury and finance professionals. It administers the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC) designations, and hosts events for learning and networking across the finance sector. AFP’s work centers on helping professionals build expertise through training, credentials, and industry connections.
Remote Financial Professional in Texas
Sell retirement and insurance solutions remotely by assessing clients’ financial needs. Build a commission-based practice with training, mentorship, and opportunities to advance.
United States
Texas$24,000 – $300,000 / year
RemoteFull-timeSeniorLeadEnglish RequiredFinancial Planning and AnalysisDescription
- Sell retirement and insurance products remotely.
- Prepare Financial Need Analyses for clients.
- Help families, individuals, and business owners protect retirement assets and accounts.
- Offer college planning, tax-free and tax-deferred index strategies, and debt management services.
- Advise clients on annuities, Roth conversions, and 401(k) and IRA rollovers.
- Work with the advanced planning team to support estate and business planning.
- Generate and follow up on hot, warm, and cold leads, including leads through ETHOS.
- Identify client goals and educate, advise, plan, and design financial solutions.
- Illustrate and present retirement, investment, college and savings, and lifetime income plans.
- Build lasting relationships with clients, business associates, and partners.
- Grow the business and develop management and leadership capabilities.
- Use workflow and technology systems to work efficiently.
Requirements
- Be at least 18 years old.
- Be a legal U.S. resident, citizen, or work permit holder with an SSN.
- Pass a background check or screening.
- Obtain baseline state financial producer licensing.
- Complete licensing requirements within 30 days.
- No prior experience is required.
- Demonstrate accountability and a high level of integrity.
- Connect with people, identify goals, educate, advise, plan, and design solutions.
- Illustrate and present retirement, investment, college and savings, and lifetime income plans.
- Build relationships with clients, business associates, and partners.
- Develop business, management, and leadership skills.
- Use workflow and technology systems effectively.
Benefits
- Free training and mentorship.
- Leadership opportunities and potential for advancement.
- Legal ownership of a book of business, with potential for generational agency ownership.
- Equity and beneficiary rights in the business and agency, subject to qualification.
- Residual income.
- Passive income.
- Producer, agency, expansion, and other bonuses.
- Profit sharing.
- Paid travel worldwide.
- Flexible work-from-home arrangement.
- Uncapped commission income.
- Annual renewals.
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