Financial Services Professional
Remote | Flexible Schedule | Part-Time or Full-Time
Phoenix Financial Partners is seeking motivated, entrepreneurial-minded professionals interested in helping individuals, families, and business owners make informed financial decisions.
This opportunity is ideal for professionals with experience in sales, customer service, healthcare, education, banking, business development, management, recruiting, or other people-focused careers who are looking for greater flexibility, income potential, and long-term growth.
No prior financial services experience is required. We provide training, mentorship, licensing support, and a structured development program designed to help motivated individuals build a successful business.
Why Professionals Join Phoenix Financial Partners
- Flexible part-time and full-time opportunities
- Remote work options
- No platform fees or membership fees
- E&O coverage provided
- Access to multiple A-rated financial providers
- Structured onboarding and licensing support
- Ongoing mentorship and professional development
- Leadership and agency-building opportunities
- Performance-based advancement
- Relationship-focused business model
Unlike many opportunities in the industry, we do not require lead purchases, quotas, or captive contracts. Our professionals focus on education, relationship-building, and helping clients develop strategies for retirement planning, wealth protection, legacy planning, and business solutions.
Who Typically Succeeds in This Role
- Sales Professionals
- Customer Service Professionals
- Healthcare Professionals
- Educators and Teachers
- Bankers and Financial Professionals
- Recruiters
- Small Business Owners
- Real Estate Professionals
- Mortgage Professionals
- Hospitality and Management Professionals
Key Responsibilities
- Meet with clients virtually or in person
- Build and maintain professional client relationships
- Educate clients on financial concepts and strategies
- Assist clients in identifying financial goals and priorities
- Follow up with prospective clients and referrals
- Participate in ongoing training and development programs
- Manage activity and client communication
Qualifications
- Strong communication and relationship-building skills
- Professional work experience in sales, customer service, healthcare, education, management, banking, or related fields preferred
- Self-motivated and goal-oriented
- Ability to work independently
- Strong organizational skills
- Willingness to obtain a Life & Health Insurance License
- Entrepreneurial mindset and desire for professional growth
Compensation
- Commission-based with performance incentives and bonuses
- Part-time potential: $1,000 – $4,000 per month
- Full-time potential: $5,000+ per month
- Additional opportunities for leadership and residual income
What We Offer
- Flexible schedule (part-time or full-time)
- Remote and in-person work options
- Structured onboarding and licensing support
- Ongoing training, mentorship, and professional development
- Opportunities for advancement based on performance
Career Growth Opportunities
- Financial Consultant
- Senior Consultant
- Agency/Team Leadership
- Regional Leadership Roles
Schedule
- Flexible hours based on your availability
- Evening and weekend options available
Training & Support
- Step-by-step onboarding process
- Assistance with licensing requirements
- Weekly training workshops and coaching sessions
- Access to mentorship from experienced professionals
Apply Today
If you are looking for a flexible, performance-based opportunity with income potential and career growth, we encourage you to apply.
This role is ideal for individuals seeking to develop skills in financial services while working in a supportive and growth-oriented environment.
Visit our Website Here:
https://www.phxfp.com/
Pay: $2,000.00 - $10,000.00 per month
Benefits:
- Flexible schedule
- Tuition reimbursement
Education:
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Remote
