Remote Financial Professional
Remote Financial Professional
Posted 14 days ago
SENIORITY
Senior
About the role
- 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
- Highly ambitious 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 (build around your life)
- Mentorship and leadership development
- Strong, collaborative team culture
- Commission income with performance bonuses
- Pathway to build a lasting book of business Additional Details:
- Job Type: Full-time or Part-time (independent contractor / 1099)
- Expected Hours: 1–40 hours per week
- Location: Remote (U.S. only)
- Compensation: Commission with additional incentive opportunities Requirements:
- Must have or be willing to obtain a Life & Health Insurance License (we provide guidance through the licensing process)
- Must be a USA Resident or Citizen
- Positive attitude and strong personal integrity
- Eagerness to learn and grow in a dynamic industry
- Coachable and open to constructive feedback
- Team player with a collaborative mindset
- High ambition and a drive to go above and beyond the norm 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
