Entry Level Financial Professional (REMOTE)

<p>Benefits</p><p><br></p><p>Referral program</p><p>Professional development assistance</p><p>Retirement plan</p><p>Opportunities for advancement</p><p>Flexible schedule (100% Remote)</p><p><br></p><p>JOB DESCRIPTION</p><p><br></p><p>Company: Plan IT Virtual LLC a licensed financial services agency partnered with Fortune 500 financial firms.</p><p>Compensation: $48,000–$153,000 per year (COMMISSION-BASED) - NO BASE SALARY</p><p>Employment Type: Part-Time (Independent Contractor Affiliation)</p><p>Expected Hours: 15-30 per week</p><p>General Training Days: Tues 8-9pm ET and Sat 11:30am-2:40pm ET</p><p><br></p><p>IMPORTANT:</p><p>*There is NO BASE SALARY being offered - please be aware*</p><p>*PLEASE DO NOT BOOK A CALL UNLESS YOU ARE OK WITH COMMISION BASED ROLE*</p><p>This opportunity is open to US Citizens and green card holders only, No Exceptions (No visa sponsorship)</p><p>This opportunity requires a background check, possible finger printing (for state license application)</p><p>Financial services is a highly regulated industry</p><p>Candidates need to be physically present in the US - time zones (ET/CT/MST/PST) in order to attend weekly general training (Tues 8-pm ET / Sat 11:30-2:40pm ET)</p><p><br></p><p>About Us</p><p><br></p><p>We help individuals and families achieve their financial goals through trusted financial products and personalized strategies. We are an established agency operating in partnership with respected Fortune 500 financial companies and their Fortune 100 partners across North America.</p><p><br></p><p>Position Overview</p><p><br></p><p>We are hiring part-time Financial Consultants to join our team. This is a client-focused role where you’ll deliver financial education, recommend solutions, and build lasting relationships under the guidance and support of our agency leadership. All training, licensing preparation, and marketing systems are provided at no cost to you.</p><p><br></p><p>What You’ll Gain</p><p><br></p><p>A flexible, remote schedule you control</p><p>Commission-based earnings with no income ceiling</p><p>Professional development and licensing support (state-required licenses completed within 30 days of onboarding)</p><p>Opportunities to advance into management roles and build your client portfolio within our agency</p><p>Access to leading financial tools and planning platforms</p><p>A supportive team committed to your success</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Complete state licensing requirements (company-supported) to serve clients as a licensed financial professional</p><p>Conduct client consultations to assess financial needs and goals</p><p>Deliver education on retirement planning, college savings, income protection, and wealth strategies</p><p>Provide recommendations and implement financial solutions</p><p>Participate in ongoing training and mentorship</p><p>Help expand our agency through community outreach and referrals</p><p><br></p><p>Who We’re Looking For</p><p><br></p><p>Minimum 18 years old and legally authorized to work in the U.S.</p><p>High level of integrity, accountability, and professionalism</p><p>Strong communication and organizational skills</p><p>Motivated self-starter with a desire to grow</p><p>No prior financial services experience required—training provided</p><p>Comfortable working remotely</p><p>Preferred Attributes</p><p>Incredibly driven individuals</p><p>Goal-oriented and results-driven</p><p>Open to coaching and continuous learning</p><p>Credible among community</p><p>Compensation</p><p>This role is commission-based, with earnings determined by individual performance. Many part-time team members earn $48,000–$153,000 annually, depending on hours committed and client volume.</p><p><br></p><p>Benefits</p><p><br></p><p>Flexible schedule</p><p>Professional development assistance</p><p>Retirement plan options</p><p>Referral program</p><p><br></p><p>BOOK A CALL HERE FOR -INITIAL HIRING INTERVIEW PHONE (8-10 min call)</p><p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...