Location: Remote (U.S.)
Engagement Type: Independent
Industry: Financial Services
About the Role
We are seeking motivated professionals interested in building a long-term, client-focused career. This remote opportunity offers structured training, mentorship, and the flexibility to grow within an established financial services platform.
This role is well-suited for individuals who are looking to learn financial services, develop professionally, build relationships, and how to have income growth while helping clients financially.
What We Provide
- Structured Training & Ongoing Mentorship Education in financial planning strategies, client engagement, and business development.
- Established Financial Platform Access to nationally recognized financial service providers supported by a Fortune Global 500 organization with over $500 billion in assets under management.
- Remote Flexibility Operate fully remotely within the U.S. while collaborating with a high-performing, supportive team.
- Purpose-Driven Work Make a meaningful impact by helping individuals and families plan for the future and build financial security.
Key Responsibilities
- Develop and manage client relationships through digital and traditional outreach
- Conduct virtual meetings to assess client goals and financial priorities
- Utilize financial planning tools to create customized solutions for individuals and business owners
- Educate clients on financial concepts and long-term strategies
- Maintain compliance with company policies and regulatory standards
- Continue developing professional, leadership, and business skills
Ideal Candidate Profile
- Passionate about financial security and helping others
- Self-motivated with an entrepreneurial mindset
- Committed to personal and professional growth
- Strong communicator and collaborative team player
- Seeking a career that offers flexibility and performance-based earning potential
We encourage individuals with experience in sales, real estate, customer service, finance, legal, healthcare, education, recruiting, business ownership, accounting, marketing, community building, or leadership to apply.
Requirements & Additional Information
- Licensing: Must obtain a Life & Health Insurance License within 21 days (active license preferred)
- Work Authorization: Must be legally authorized to work in the U.S.
- Compensation: Performance pay, income growth, and bonus compensation
- Business-minded individuals typically earn $65,000–$132,000+ annually, based on performance
Join Us & Build Your Future
If you’re looking to take ownership of your career, develop professionally, and make a lasting impact, we’d welcome the opportunity to connect.
Job Types: Part-time, Full-time
Pay: $65,000.00 - $132,000.00 per year
Benefits:
Physical Setting:
Education:
- High school or equivalent (Preferred)
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: Remote
