We are seeking individuals with the ambition and mindset to become financial consultants, offering opportunities for growth and development, starting part-time. This position offers incredible 1099 business ownership, company partnership, commission, residuals, multiple passive income streams, and bonuses.
Position Highlights:
- Expand a diverse and flexible team with part-time and full-time roles available.
- Ideal candidates are ethical, business-minded, goal-oriented, and eager for accelerated career growth.
- Open to entry-level and experienced candidates, working with a well-established Fortune 500 company and its Fortune 100 partners in North America.
- Join a growing, purpose-driven financial services company that values professional growth and development.
- Founded on innovation, leadership, and meaningful relationships.
Position Requirements:
- Obtain baseline licensing to work as an independent financial professional with a strong, reputable brand and world-class industry partners.
- Gain knowledge of diversified, balanced, resilient, and risk-free financial strategies and business concepts.
- Understand investment, protection, and preservation methods to help clients achieve specific outcomes.
- Connect with individuals, families, and businesses to identify goals, educate, advise, plan, and design financial solutions.
- Present plans for retirement, investment, college savings, and lifetime income generation.
- Build lasting relationships with clients, business associates, and partners.
- Develop business, management, and leadership skills.
- Utilize proven workflow and technology systems for efficient and effective results.
Compensation:
- Commission income with no cap
- Residual income (annual client contract anniversary)
- Passive income base (agency development)
- Equity asset (business ownership that can appreciate, be sold, or passed to family)
- Bonuses (monthly, quarterly, team, stock options, travel)
Key Benefits:
- Option to work remotely from anywhere
- Flexible hours and area of interest
- High-income potential and career growth
- Comprehensive industry training and licensing with a clear path to management and business ownership
- No prior formal industry experience required
- Learn financial strategies to enhance personal knowledge and assist others
Base Qualifications:
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Ability to complete licensing requirements within 30 days
- High level of accountability and integrity (essential in this regulated, customer-centric industry)
Key Responsibilities:
- Study, learn, and execute through on-the-job training
- Shadow client meetings, plan designs, and presentations
- Conduct financial needs analysis while providing exceptional customer service
- Engage in marketing and expansion strategies
- Consult, educate, and connect clients with relevant financial strategies and services
Preferred Qualities:
- Accountable and ethical
- Ability to work independently with strong support and training
- Excellent follow-through and task completion
- Self-starter and goal-oriented
- Open to professional training and development
Employment Type: Part-Time
Compensation: Performance-based commission/1099 income with potential annual earnings of $50,000 to $250,000. Year-over-year income growth.
Environment:
- Comprehensive training program and positive team environment
- Passion for learning and assisting individuals, families, and businesses with financial goals: retirement planning, college planning, investments, wealth preservation, wills, estates, trusts, etc.
- Flexible training and work hours. Control and manage your schedule as an independent professional.
- Partner commission-based position (1099, not W2). No prior certification, experience, or education necessary.
- Work from home or remotely.
Benefits:
- Dental insurance
- Financial planning services
- Health insurance
- Life insurance
- Vision insurance
Job Type: Part-time
Pay: $50,000.00 - $250,000.00 per year
Job Types: Full-time, Part-time, Contract
Pay: $50,000.00 - $250,000.00 per year
Expected hours: 10 – 30 per week
Benefits:
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
Compensation Package:
Education:
- High school or equivalent (Required)
Work Location: Remote
