Fully Remote Opportunity \- Work from anywhere with a reliable WiFi connection.
Flexible Schedule \- Set your own hours, with the ability to work full\-time or part\-time (5–40 hours per week).
No Experience Required \- Comprehensive training and mentorship provided. Preferred backgrounds include customer service, management, retail, or hospitality.
As a Financial Professional, you’ll empower clients from diverse backgrounds by providing financial education and personalized planning. You’ll help individuals, families, and business owners achieve their short\-, mid\-, and long\-term financial goals through retirement planning, college savings, investments, and insurance solutions. Our mission is to build confidence in our clients’ financial futures using innovative technology, trusted expertise, and a client\-first approach.
Desired Characteristics
- Commitment to personal and professional growth.
- Strong communication and interpersonal skills.
- Leadership experience or a desire to develop leadership abilities.
- Passion for making a positive impact in the financial industry.
- Ability to thrive in both collaborative team settings and independent work.
- High integrity, with a focus on prioritizing clients’ best interests.
- Conduct professional virtual appointments through our firm’s online platform.
- Build and maintain trusted client relationships, providing ongoing financial guidance.
- Manage your calendar, client portfolio, and operational tasks efficiently.
- Prepare and recommend tailored financial plans, including data entry and report generation.
- Stay current on financial products, providers, and industry trends.
- Mentor and guide new representatives as needed, adhering to company standards.
- Minimum age of 18 (25\+ preferred).
- Legal U.S. resident, citizen, or work permit holder with a valid SSN.
- Ability to pass a background check.
- Willingness to complete licensing requirements within 30 days.
- High level of accountability and integrity, critical for a regulated, client\-focused industry.
- Entrepreneurial mindset, with a drive to build and grow as a business partner.
- Comprehensive training program, no prior experience needed.
- Opportunity to work in the \#1 growing financial industry.
- Meaningful work mentoring, teaching, and serving clients.
- Access to financial planning services for personal use.
- Referral program to expand your network.
- Financial planning services
- Professional development assistance
- Are you located in the United States or Canada?
- High school or equivalent (Required)
- Financial planning services
- Flexible schedule
- High school or equivalent (Required)
Key Responsibilities
What Sets Us Apart
* Fully Remote Work: Operate from anywhere with cutting\-edge virtual tools.
* Flexible Roles: Choose between full\-time or part\-time commitments.
* Innovative FinTech: Leverage industry\-leading technology to deliver exceptional client experiences.
* Supportive Culture: Join a team that prioritizes personal fulfillment and professional growth.
* Growth Opportunities: Potential for future agency ownership and leadership roles.
* High Client Retention: Benefit from our industry\-leading persistency rates.
Qualifications
We Offer
Compensation \& Benefits
* Pay Structure: Commission\-based with bonus opportunities.
* Earning Potential: $0\.01–$100,000 per year, based on performance.
* Flexible Schedule: Control your workload and hours.
* Supplemental Pay: Performance\-based bonuses and commissions.
Pay: $0\.01 \- $100,000\.00 per year
Benefits:
Application Question(s):
Education:
Pay: $0\.01 \- $75,000\.00 per year
Benefits:
Education:
Work Location: Remote