Financial Advisor

The Olney Agency; United States; Remote; USD 40,000 - 70,000; Full time

Job summary

A leading financial services company is seeking Independent Agents to help middle-income families achieve financial independence. This remote position allows you to build your own business while offering financial products and personalized recommendations. Full training and licensing support are provided, making it an excellent opportunity for motivated individuals looking to grow professionally.

Qualifications

• No prior financial services experience required – full training and licensing support provided.
• Must be at least 18 years old and legally authorized to work in the U.S. or Canada.

Responsibilities

• Build and maintain a personal client base through prospecting and networking.
• Conduct financial needs analysis to help clients develop long-term financial strategies.
• Educate clients on budgeting, saving, debt elimination, and insurance protection.

Skills

Communication

Interpersonal

Presentation

Self-motivated

Entrepreneurial mindset

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from The Olney Agency

Job Title: Independent Agent

Location: Remote

Job Type: Independent Contractor / Commission-Based

Industry: Financial Services

About The Role

Be at the forefront in your community offering financial products to middle-income families throughout North America. Our mission is to help families earn more income, become properly protected, debt free, and financially independent. As an independent agent, you will represent a leading provider in offering financial solutions that are accessible, understandable, and empowering.

Position Overview

As an Independent Agent, you will have the opportunity to build your own business within the financial services industry. You will educate individuals and families about key financial concepts, provide personalized recommendations, and offer a range of financial products including term life insurance, investments, debt management strategies, and more.

Responsibilities

• Build and maintain a personal client base through prospecting, networking, and community involvement.
• Conduct financial needs analysis to help clients develop long-term financial strategies.
• Offer and explain an extensive range of financial products and services.
• Educate clients on budgeting, saving, debt elimination, and insurance protection.
• Attend ongoing training and professional development sessions.
• Maintain necessary licenses and adhere to all regulatory and compliance standards.
• Optionally recruit, train, and support new agents as your business grows.

Qualifications

• No prior financial services experience required – full training and licensing support provided.
• Must be at least 18 years old and legally authorized to work in the U.S. or Canada.
• Strong communication, interpersonal, and presentation skills.
• Self-motivated with a strong desire to help others and grow professionally.
• Entrepreneurial mindset with the ability to work independently.
• Ability to pass background check and obtain required licenses (e.g., life insurance license).

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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