Financial Services Representative (1099)

Job Overview

Are you looking for a flexible opportunity where you can make a meaningful impact while building your own business?

We are expanding and seeking motivated individuals who are interested in helping individuals, families, and small businesses with financial education and planning strategies. Our team provides mentorship, training, and ongoing support to help you grow professionally.

Responsibilities

• Educate individuals, families, and small businesses on retirement, protection, and wealth-building strategies
• Build and maintain long-term client relationships
• Utilize technology and financial planning tools to support clients and manage your business
• Participate in ongoing training, mentorship, and professional development
• Help clients identify solutions that align with their financial goals

Qualifications

• Self-motivated with strong organizational and communication skills
• Coachable and willing to learn
• Entrepreneurial mindset and professional attitude
• Comfortable working independently and as part of a team
• Previous financial services experience is welcomed but not required

What We Offer

• Flexible schedule (part-time or full-time)
• Commission-based compensation with opportunities for increased earnings based on performance
• Comprehensive training and mentorship
• Professional development and leadership opportunities
• Collaborative and supportive team environment
• Ability to build and manage your own client base

Additional Information

• 1099 Independent Contractor position
• Remote (U.S. only)
• Flexible schedule, approximately 1–40 hours per week
• Must have or be willing to obtain a Life & Health Insurance License (guidance provided)

If you are interested in a flexible opportunity with professional growth, mentorship, and the ability to help others work toward their financial goals, we encourage you to apply.

Pay: $30,000.00 - $250,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Application Question(s):

• Do you enjoy working with people, relationships and in sales?
• Do you understand this is a business opportunity and can be full-time, part-time, or referral basis? (and you do not have to quit your W2)
• Are you willing to obtain your Life and Health license?
• Do you understand this is commission base income?

Work Location: Remote