Financial Professional

Crowned Legacy Group; Milwaukee (WI); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Training and mentorship

Job summary

Crowned Legacy Group seeks a Financial Professional to join our remote team with a flexible schedule. This role focuses on learning financial concepts, meeting clients virtually, and building strong client relationships without requiring prior financial experience.

We provide training and mentorship, licensing guidance, and opportunities to explore life insurance, retirement planning, wealth strategies, and financial protection while developing leadership and entrepreneurial skills in a

Qualifications

• No prior financial experience required.
• Willing to obtain state insurance license if moving forward.
• Ability to learn quickly through training and mentorship.

Responsibilities

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

Skills

Coachable

Communication skills

Self-motivated

Dependable

Leadership

Entrepreneurial mindset

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.