Financial Services Professional
Location: Phoenix, AZ 85012 (Hybrid Remote)
Job Type: Full-Time | Part-Time | 1099 Independent Contractor
Build a Career That Makes a Difference
We're growing our Phoenix team and seeking ambitious, coachable individuals who want more than just a job. If you're driven to help others while creating unlimited income potential and developing professionally, this could be the opportunity you're looking for.
As a Financial Services Professional, you'll educate individuals and families on financial literacy, wealth protection, retirement planning, and life insurance solutions that help create long-term financial security.
No prior financial services experience is required. We provide comprehensive training, mentorship, and licensing support to help you launch your career.
Licensing Requirement
This position requires a state Life Insurance License to legally assist clients.
Don't already have one? That's okay.
We provide step-by-step guidance, study resources, and mentorship to help you obtain your license. Candidates should be prepared to become licensed within 30 days of joining the team.
There is a one-time startup investment of up to $199, which covers licensing support, training systems, technology, and business resources.
What You'll Do
- Meet with individuals and families to understand their financial goals.
- Educate clients on wealth protection, retirement planning, and life insurance solutions.
- Help clients develop personalized financial strategies.
- Build lasting relationships through education and exceptional service.
- Generate new business through referrals, networking, and marketing.
- Attend training sessions and professional development meetings.
- Grow into leadership and mentorship opportunities as your business expands.
Your First 90 Days
Our onboarding program is designed to help you build confidence and develop the skills needed for long-term success.
During your first three months, you'll:
- Complete your state licensing process with guidance from experienced mentors.
- Learn the fundamentals of financial education and client consultations.
- Develop communication, leadership, and relationship-building skills.
- Receive hands-on coaching through real client interactions.
- Establish the foundation for building your own book of business.
Qualifications
We're looking for individuals who are:
- Motivated and self-driven
- Coachable with a willingness to learn
- Professional and dependable
- Strong communicators
- Passionate about helping others
- Comfortable working independently and on a team
- At least 18 years old
- Able to pass a required background check
Preferred (but not required):
- Sales experience
- Customer service experience
- Leadership experience
- Bilingual candidates are encouraged to apply
What We Offer
- Complete training program
- Licensing guidance and support
- Flexible full-time and part-time schedules
- Remote and hybrid work options
- Ongoing mentorship from experienced financial professionals
- Leadership development opportunities
- Performance-based compensation
- Business ownership and advancement opportunities
- Personal and professional development
Compensation
1099 Independent Contractor
Performance-based commission structure with no income cap.
Typical first-year earnings range from $50,000 to $100,000+, with many professionals earning $5,000 to $20,000+ per month based on production and performance.
Additional bonuses, incentives, and leadership compensation are available.
Why Join Us?
This opportunity is ideal for individuals who want to build a meaningful career while helping families make informed financial decisions.
You'll gain valuable financial knowledge, develop leadership skills, receive mentorship from experienced professionals, and have the opportunity to build a business with unlimited earning potential.
If you're willing to invest in yourself, commit to personal growth, and obtain the required professional license, we'd love to hear from you.
Benefits
- Flexible schedule
- Hybrid and remote work opportunities
- Professional development assistance
- Mentorship and leadership coaching
- Flexible earning potential
Screening Questions
- Are you willing to obtain your state Life Insurance License within 30 days if selected? (Training and guidance provided.)
- Are you comfortable with a one-time startup investment of up to $199 to cover licensing support, technology, training systems, and business resources?
Benefits:
- Financial planning services
- Professional development assistance
Work Location: Hybrid remote in Phoenix, AZ 85012
