Financial Consultant (Remote)

Synergy Financial; Palm Springs (CA); Remote; USD 75,000 - 100,000; Part time

Job summary

Synergy Financial is seeking a Remote Insurance & Financial Services Agent to join their team. This opportunity is ideal for licensed financial professionals looking for commission-based income with no cap on earnings. Agents will educate clients on life insurance and financial solutions while enjoying remote flexibility and a strong support system. This position requires an entrepreneurial mindset and a passion for financial education.

Benefits

Remote work flexibility

Performance-based commissions

Hands-on mentorship and training

Clear promotion track

Qualifications

• Active Life & Health Insurance License required or willingness to obtain.
• Sales, customer service, or consulting experience in financial services preferred.
• Bilingual capabilities are a strong asset.

Responsibilities

• Educate families on life insurance, annuities, 401(k) rollovers.
• Consult clients on retirement strategies and legacy planning.
• Grow and manage client relationships.

Skills

Communication

Presentation

Sales Experience

Customer Service

Entrepreneurial Mindset

Bilingual Capabilities

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 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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