Financial Consultant (Remote)

Synergy Financial; Miami (FL); Remote; USD 75,000 - 100,000; Full time

Job summary

An innovative agency is seeking entrepreneurial individuals to join as remote insurance and financial services agents. This commission-based role offers the flexibility to work from home while providing the opportunity to earn unlimited income through performance-based commissions. Ideal candidates will possess strong communication skills and a passion for helping others achieve financial literacy and security. With hands-on mentorship and a clear promotion pathway, this position is perfect for self-motivated professionals looking to make a significant impact in the financial services industry.

Benefits

Remote Work Flexibility

Performance-Based Commissions

Hands-On Mentorship

Leadership Development Opportunities

Qualifications

• Must hold an active life and health insurance license or be willing to obtain one.
• Experience in sales or consulting within financial services is preferred.

Responsibilities

• Educate clients on life insurance, annuities, and retirement strategies.
• Build and manage client relationships and your book of business.

Skills

Sales Experience

Customer Service

Communication Skills

Entrepreneurial Mindset

Bilingual Abilities

Education

Active Life & Health Insurance License

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 passionate about achieving financial freedom?

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

If you are already licensed in life and health insurance, hold Series 6, 63, 65, or 7 licenses, or are considering a career transition into insurance and financial services, we want to hear from you.

• What We Offer :

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

Performance-based commissions – unlimited earning potential

Hands-on mentorship and training

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

A clear promotion pathway and leadership development opportunities

Access to diverse client bases 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

Build and manage your book of business and client relationships

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

Collaborate with senior trainers and certified mentors

• Ideal Candidates Have :

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

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

Experience in sales, customer service, or consulting within financial services

Strong communication and presentation skills

Self-motivated, entrepreneurial mindset

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

• Compensation :

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

• Who We Are :

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

We prioritize financial education before financial products and are committed to helping individuals succeed both as clients and agents.

• Ready to Elevate Your Life and Career?

If you are driven, coachable, licensed, and eager to make a difference, this is more than just a sales job. It’s a calling—a career path that rewards performance, leadership, and impact.

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

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