Financial Services Representative

Are you looking for an opportunity to build a business, create additional income, and help individuals and families improve their financial future?

We’re currently seeking motivated, coachable, and professional individuals to join our team as Financial Representatives. No prior experience in the financial services industry is required—we provide training, mentorship, and guidance throughout the licensing process.

This is a 1099 Independent Contractor opportunity—not a W-2 employee position. As a 1099 representative, you’ll have the flexibility to operate your own business, manage your own schedule, and grow your income based on your performance rather than hourly wages. If you’re looking for traditional employment with guaranteed wages and employee benefits, this opportunity may not be the right fit.

What You’ll Do

• Educate individuals and families on personal finance concepts.
• Meet with clients to discuss financial goals and available solutions.
• Build your own client base through referrals, networking, and community outreach.
• Participate in ongoing training, mentorship, and professional development.
• Develop leadership skills and mentor new representatives as you advance.

Minimum Qualifications

• Must be at least 18 years of age.
• Must have a valid Social Security Number (SSN).
• Must be legally authorized to work in the United States and be a U.S. resident.
• Strong communication and interpersonal skills.
• Self-motivated with a positive attitude and strong work ethic.
• Willingness to obtain any required state licenses.

Opportunity Highlights

• Part-time and full-time opportunities available.
• Flexible schedule.
• Remote and hybrid work options (where available).
• Comprehensive training, coaching, and mentorship.
• Performance-based compensation with no cap on earning potential.
• Opportunity for advancement into leadership.
• Build a business without purchasing a traditional franchise.

Upfront Qualification Costs

Qualified applicants are responsible for:

• $99 one-time background check fee
• $25 monthly software subscription for access to the company’s proprietary business platform and business tools.

If you’re looking for an opportunity where your income is determined by your effort and results—not your hours worked—and you enjoy helping families improve their financial futures, we’d love to connect with you.

Apply today to learn more about the Financial Representative opportunity and determine whether this 1099 independent contractor role is the right fit for your personal and professional goals.