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Association for Financial Professionals
Association for Financial Professionals
51 – 200 Angajați
CertificareEducațieFinanțe
Association for Financial Professionals (AFP) dezvoltă programe de certificare și educație profesională pentru specialiștii în trezorerie și finanțe. Administrează certificările Certified Treasury Professional (CTP) și Certified Corporate Financial Planning and Analysis Professional (FPAC) și organizează evenimente de învățare și networking în sectorul financiar. Activitatea AFP se concentrează pe sprijinirea specialiștilor în dezvoltarea expertizei prin formare, acreditări și conexiuni în domeniu.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiTXTexas
24.000 $ – 300.000 $ / an
RemoteNormă întreagăSeniorLiderLimbă Obligatorie: englezăPlanificare și analiză financiară

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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Senior Portfolio Projects Finance Leader at GE Vernova (Remote, U.S.)

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RemoteNormă întreagăSeniorLimbă Obligatorie: englezăPlanificare și analiză financiară

Lead financial performance across GE Vernova’s U.S. Electrical Power Transmission project portfolios, with a focus on profitability, forecasting, and cash. Guide portfolio reviews and strengthen financial governance across complex projects.

Deschide
GE Vernova

Senior Portfolio Projects Finance Leader, U.S. Remote

GE Vernova
ConsultanțăIndustria prelucrătoareLogistică
USStatele Unite ale Americii
124.900 $ – 208.100 $ / an
RemoteNormă întreagăSeniorLimbă Obligatorie: englezăPlanificare și analiză financiară

Lead portfolio finance for GE Vernova’s U.S. electrical power transmission projects, overseeing profitability, forecasting, and cash performance. Bring stronger financial discipline to complex North American project portfolios.

Deschide