(Remote) Financial Services Associate
prestige partnersMillbrae (CA)
(Remote) Financial Services Associate
Posted yesterday
prestige partnersMillbrae (CA)
SENIORITY
Mid
About the role
Overview:
We’re currently expanding our team of Life and Health Agents (licensed, or willing to getlicensed) across the U.S.
About the Role:
As a Financial Professional, you’ll educate clients on key strategies to help them reachtheir short- and long-term financial goals. This is a remote, uncapped income potentialposition with flexible hours; ideal for those who value autonomy, personaldevelopment, and client impact.
Ideal Candidate:
- Entrepreneurial spirit with a passion for helping others
- Values freedom, flexibility, and a strong ethical foundation
- Enjoys learning about personal finance (experience welcome but not required)
- Works well independently and thrives in a collaborative team environment
- Self-motivated with strong follow-through and communication skills
What You’ll Do:
- Learn and apply financial concepts and strategies tailored to clients' needs
- Build long-term relationships with individuals, families, and small businesses
- Educate clients on retirement, insurance, and wealth-building strategies
- Leverage modern fintech tools to streamline your business
- Participate in ongoing mentorship and training opportunities
What You’ll Gain:
- Flexible schedule
- Remote work opportunity (U.S. residents only)
- Mentorship and leadership development
- Strong, collaborative team culture
- Pathway to build a lasting book of business
Qualifications:
- Active Life & Health License in your state
- Experience in insurance, finance, coaching, and sales is helpful but not required
- Unlicensed Applicants (Welcome):Willing to obtain a Life & Health License
- Ability to pass a background check
- All Applicants must have:
- Professional appearance on ZoomLaptop with camera
- Commitment with ongoing training
Ready to make an impact — and grow in the process? Let’s connect and explore if this is the right fit for your goals and lifestyle.
Apply or message us to learn more.
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