Financial Consultant (Remote)

Synergy Financial; Chicago (IL); Remote; USD 75,000 - 100,000; Full time

Job summary

Synergy Financial seeks entrepreneurial remote Insurance & Financial Services Agents. This commission-based role offers flexible scheduling, mentorship, and uncapped earning potential through performance-based commissions. Ideal candidates possess strong communication, sales experience, and a passion for financial freedom.

Benefits

Remote work flexibility

Hands-on mentorship and training

Performance-based commissions

Opportunities for leadership development

Access to diverse client base

Qualifications

• Active Life & Health Insurance License or quick acquisition.
• Experience in sales, customer service, or consulting preferred.
• Bilingual abilities a strong asset.

Responsibilities

• Educate families on life insurance and financial solutions.
• Consult with clients on retirement and tax-advantaged strategies.
• Build and manage client relationships and book of business.

Skills

Communication

Presentation skills

Sales experience

Customer service

Entrepreneurial mindset

Bilingual capabilities

Education

Life & Health Insurance License (or willingness to obtain)

Series 6, 63, or 65 licenses

Job description

• Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location : Remote (U.S. Based)

Employment Type : 1099 Contract | Commission-Only

Industry : Financial Services, Life Insurance, Annuities, Wealth Management, Consulting

Are You an Entrepreneurial Professional with a Passion for Financial Freedom?

Synergy Financial is one of the fastest-growing agencies in financial services , and we’re actively hiring licensed insurance agents , financial professionals , and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential .

If you’re already life and health licensed , or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.

• What We Offer :

Remote, work-from-home flexibility – control your schedule

Performance-based commissions – no cap on earnings

Hands-on mentorship and training

Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)

A clear promotion track and leadership development path

Access to a diverse client base and multi-lingual markets

• Key Responsibilities :

Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions

Consult with clients on retirement strategies, legacy planning , and tax-advantaged solutions

Grow your book of business and manage client relationships

Option to build and lead your own remote team with leadership compensation

Work closely with senior field trainers and certified mentors

• Ideal Candidates Have :

An active Life & Health Insurance License (or willingness to obtain one quickly)

Series 6, 63, or 65 licenses are a huge plus (but not required)

Sales, customer service, or consulting experience in financial services

Strong communication and presentation skills

A self-motivated, entrepreneurial mindset

Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset

• Compensation :

This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.

• Who We Are :

Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors , our national talent screening partner. We are part of a movement to increase financial literacy , protect families , and build generational wealth through scalable business models and mentorship.

We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.

• Ready to Level Up Your Life and Career?

If you're driven, coachable, licensed , and hungry to make a difference — this is not just another sales job . It’s a calling. It’s a career path that rewards performance, leadership, and impact .

• Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

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