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Remote Financial Professional(Remote | Full-Time or Part-Time) We're currently expanding and seeking motivated individuals who want the freedom to build their own client base while being supported by a values-driven team and ongoing mentorship.
About the Role: As a Financial Professional, you'll educate clients on key strategies to help them reach their short- and long-term financial goals. This is a remote, commission-based position with flexible hours — ideal for those who value autonomy, personal development, 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
  • 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.

Also on the board Same function, level within a rung

Level

Mid

Location

Phoenix, AZ

Occupation

Personal Financial Advisors

Industry

Insurance Agencies and Brokerages

Posted

yesterday

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