Financial Professional
- Pay
- $3,000 – $10,000 per month
- Location
- San Jose, CA (Remote)
- Job type
- Full-time
- Level
- Mid-level
- Listed
- Today
Skills & highlights for this role
- basic understanding of retirement concepts
- positive personality
- ability to pass state licensing exam
Also useful
- sales experience
About the role
We're specifically looking for positive, ambitious professionals who can help with the high volume of clientele we have had since COVID-19. This is a work-from-home position. Part/Full Time only. Flexible hours.
- 1099
- Part-Time $3,00-$5,000/mo
- Full-Time $6,000-$10,000/mo
Responsibilities
- Attend 3 to 5 trainings a week
- Conduct monthly, weekly, and quarterly maintenance meetings calls to clients, agents, and the leadership team.
- Assist in booking and conducting appointments with clients
The role also includes education on
Retirement, Investing, Life Insurance, Legacy Protection, College Planning, Taxes ect.
Qualifications & Requirements
- US Citizen
- 18 years old or older
- Ability to pass a background check
- Ability to pass a multiple-choice state licensing exam
- Basic understanding of retirement concepts like 401k, Pensions ect.
- Sales experience preferred
- *Comprehensive training available
- *Positive personality is required
Additional Information
All your information will be kept confidential according to EEO guidelines.
About the Company
Our values to our clients are to provide the knowledge, support, guidance, and confidence to build their financial future.
Our values to our agents are to provide the tools, environment, mentorship, and examples of success to allow them to flourish.
At Pinnacle, we believe in the 5 F's
Faith, Family, Finances, Fitness, and Fun are the key to having a successful business and living a fulfilling life
From Pinnacle Elite's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Financial Professional role at Pinnacle Elite, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
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Common questions
What is the salary for the Financial Professional role at Pinnacle Elite?
The Financial Professional posting at Pinnacle Elite states compensation of $3,000 – $10,000 per month. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Pinnacle Elite's official career site.
Where is the Financial Professional job at Pinnacle Elite located?
Yes, this Financial Professional opening at Pinnacle Elite is listed as San Jose, CA (Remote). Always check Pinnacle Elite's application page for specific state eligibility or relocation policies.
What qualifications are required for Financial Professional at Pinnacle Elite?
For the Financial Professional role, Pinnacle Elite highlights experience with basic understanding of retirement concepts, positive personality, ability to pass state licensing exam. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Financial Professional position at Pinnacle Elite?
This listing links directly to Pinnacle Elite's SmartRecruiters application page. You can apply directly on Pinnacle Elite's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the SmartRecruiters application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.