Job Description
Job Description
Remote Sales & Financial Strategist
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:
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 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
- 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: Paid per client with additional incentive & growth 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.