Financial Services Professional
Remote Sales & Financial Professional
Financial Professionals (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.
This role is entrepreneurial by nature, meaning income grows as you build your referral and client base. We discuss what this looks like in practice during the interview process so you can make a fully informed decision.
Hours & Schedule
We believe in flexibility that actually works for your life:
• Many people start part-time (5–10 hours per week), using this role as supplemental income while they grow their client base. Given that the compensation is 100% commissions, this is a good way to move into the industry as you get started.
• As your referral network and income become more consistent, transitioning to full-time is a natural next step
• There is no minimum hour requirement beyond our 2.5-hour weekly professional development training — and even that is designed to support your success, not just check a box
Professional Development
We invest 2.5 hours per week in structured professional development to help our associates thrive. Sessions focus on:
• Client prospecting strategies
• Case studies and real-world applications
• Financial literacy and product knowledge
• Business mindset and entrepreneurial skills
• Generating new business and growing your pipeline
In addition to weekly training, we provide a full suite of resources to support your growth:
• Client presentation materials
• Promotional content
• Shadowing opportunities with experienced professionals
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, training, and weekly professional development
What You’ll Gain
• Flexible schedule — build around your life, whether part-time or full-time
• Mentorship and leadership development
• Strong, collaborative team culture
• Commission income with performance bonuses
• Pathway to build a lasting book of business
• Structured professional development (2.5 hrs/week) with real tools and resources
Additional Details
• Job Type: Full-time or Part-time (independent contractor / 1099)
• Expected Hours: Flexible — many start at 5–10 hrs/week; only required commitment is 2.5 hrs/week for professional development training
• Location: Remote (U.S. only)
• Compensation: 100% 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