Financial Professional

Crowned Legacy Group; Indianapolis (IN); Remote; USD 20,000 - 50,000; Part time

Job summary

Crowned Legacy Group is seeking motivated individuals for a remote, flexible role as Financial Professional. Training is provided, and candidates will learn to educate families on financial concepts and strategies while building client relationships.

The position is commission-based and contract-based, with licensing guidance offered during the process. No prior financial experience is required, making it suitable for students, graduates, or professionals seeking a flexible career path.

Qualifications

• No financial experience required.
• Training and mentorship provided.
• Licensing may be required to conduct licensed business.

Responsibilities

• Meet with individuals and families virtually to understand financial goals.
• Educate clients on financial concepts and strategies.
• Explain options for life insurance, retirement planning, wealth accumulation, and protection.
• Build and maintain professional client relationships.
• Participate in ongoing training, mentorship, and business development.
• Develop communication, leadership, and business-building skills.

Skills

Coachable and learnable

People communication

Self-motivated

Interest in financial education

Education

No finance degree required

Job description

Financial Professional — Remote | Part-Time or Full-Time

Location: Remote
Schedule: Flexible | Part-Time or Full-Time
Experience: Entry-Level — Training Provided
Compensation: 1099 Independent Contractor | Commission-Based

Are you looking for a flexible career opportunity where you can develop professional skills, work directly with families, and learn the financial services industry?

Our growing financial services agency is looking for motivated, coachable individuals interested in building experience in financial education, client relationships, and financial services.

What You'll Do

As a Financial Professional, you will learn how to:

• Meet with individuals and families virtually to understand their financial goals
• Educate clients on financial concepts and available strategies
• Help clients understand options for life insurance, retirement planning, wealth accumulation, and financial protection
• Build and maintain professional client relationships
• Participate in ongoing training, mentorship, and professional development
• Develop communication, leadership, and business-building skills

No Financial Experience Required

You do not need a finance degree or previous financial-services experience.

We provide training and mentorship to help the right candidates learn the industry and develop the skills necessary to work with clients.

Because this is a regulated industry, candidates who choose to move forward will be required to obtain the appropriate state insurance license before conducting licensed business. Guidance and training are provided throughout the licensing process.

Who We're Looking For

This opportunity may be a good fit for students, recent graduates, career changers, or working professionals who are:

• Coachable and willing to learn
• Comfortable communicating with people
• Self-motivated and dependable
• Interested in financial education and helping families
• Looking for a flexible opportunity they can build around school, work, or family commitments
• Interested in developing leadership and entrepreneurial skills

Schedule

This is a remote opportunity with a flexible schedule. Candidates may begin part-time and have the ability to grow their business based on their individual goals and availability.

Important Compensation Information

This is an independent contractor (1099) opportunity, not a salaried or hourly employee position.

Compensation is commission-based and is earned from completed business. There is no guaranteed salary, hourly wage, PTO, or traditional employee benefits.

Full compensation details, licensing requirements, expectations, and the business model are reviewed before a candidate makes a decision to move forward.

Next Step

Selected applicants will be invited to a brief virtual interview/business overview where we can learn more about you, explain the opportunity, and determine whether there is a mutual fit.

If you're looking for a flexible way to gain professional experience, develop valuable financial knowledge, and potentially build a long-term career in financial services, we'd love to connect.