Financial Professional - Remote

About Us

We are a financial services firm focused on financial education and literacy. Licensed to serve clients across the United States, we help individuals and families understand their financial options and work toward their wealth-building goals. Our mission is to make financial knowledge accessible to people from all backgrounds.

Position Overview

We are seeking motivated individuals to join our team as Financial Consultants. This independent contractor position offers flexible scheduling with both part-time (5-10 hours/week) and full-time options available. You'll work remotely, helping clients understand financial strategies including retirement planning, insurance-based protection, and wealth accumulation.

Key Responsibilities

• Educate clients on financial concepts and strategies
• Help clients develop customized financial plans aligned with their goals
• Provide ongoing support and guidance on budgeting, debt reduction, investing, and retirement planning
• Maintain compliance with all industry regulations and licensing requirements
• Build and maintain client relationships through professional service

Requirements

• Age: 18 years or older
• Citizenship: U.S. citizen
• License: Valid state life insurance license required (training and licensing support available)
• Background Check: Must pass background check
• Availability: Commitment of 5-10 hours minimum per week

Preferred Qualifications

• Customer service or management experience
• 1 year of professional experience (but not required)
• Financial knowledge is helpful but not required - comprehensive training provided

What We Offer

• Flexible Schedule: Work remotely on your own schedule
• Comprehensive Training: In-house group and individual training provided
• Professional Development: Access to experienced mentors and ongoing education
• Growth Opportunity: Advancement based on individual career goals

Compensation

This is a commission-based 1099 independent contractor position with earning potential of $65,000 - $115,000+ annually based on performance and hours worked.

Work Setting

100% remote - no door-to-door sales, no cold calling, no telemarketing

How to Apply

If your qualifications align with this opportunity, we will contact you to schedule an introductory phone call to discuss the role, answer questions, and review compensation structure to determine mutual fit before any formal interviews.