Financial Professional

Independant agency; Waco (TX); Remote; USD 50,000 - 100,000; Part time

Job summary

An independent financial agency is looking for a Remote Financial Professional, either part-time or full-time, to help clients build wealth and financial literacy. Candidates will receive mentorship, training, and commission-based earnings with the flexibility to work remotely. Ideal for various backgrounds including education, sales, and coaching.

Benefits

Free weekly mentorship

Commission-based income

Performance-based bonuses

Travel opportunities

Flexible working hours

Qualifications

• No financial experience necessary – comprehensive training and licensing support provided.
• Values mentorship, personal growth, and long-term impact.

Responsibilities

• Help clients understand and implement financial strategies.
• Guide families through retirement planning and wealth-building solutions.
• Attend virtual trainings and mentorship calls.

Skills

Strong communication skills

Relationship-building skills

Entrepreneurial mindset

Self-motivated

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Independant agency

Legacy Coach | Financial Educator | Owner – ProForm Elite Human PerformanceHelping families & professionals build generational wealth | Powered by…

Job Title: Remote Financial Professional (Part-Time or Full-Time)

Company: Independent Financial Agency (Affiliated with Global Financial Impact)

Employment Type: 1099 Contractor

Location: Remote (U.S.-based)

Industry: Financial Services | Insurance | Wealth Strategies

About the Opportunity:

We are a rapidly expanding, independent financial agency partnered with Global Financial Impact (GFI) — the first hybrid model of its kind in the financial industry. Our mission is to help individuals and families build long-term wealth, gain financial literacy, and create generational impact.

Whether you’re exploring a new part-time income stream or looking to transition into a full-time entrepreneurial career, we offer the training, mentorship, and support to help you thrive.

What Makes This Different:

• Hybrid Business Model: Not your typical “bring-your-own-book” setup. We provide a blend of warm and cold lead systems, and once trained, agents are assigned people to help.

• Mentorship: Free weekly mentorship from six- and seven-figure earners who are actively succeeding in the field.

• Builder’s Model: For those interested in team-building and leadership, we offer a scalable path to build your own agency within our system.

• Fully Remote & Flexible: Work from anywhere, set your own hours.

Key Responsibilities:

• Help clients understand and implement financial strategies using tools like Indexed Universal Life (IUL) insurance and annuities

• Guide families through retirement planning, income protection, and wealth-building solutions

• Attend virtual trainings and mentorship calls to develop product knowledge and communication skills

• Build strong, trust-based client relationships

• Optional: Recruit, mentor, and lead team members through our builder’s model

Compensation & Support:

• Commission-Based: Part-time agents typically earn $50K–$100K annually; full-time agents have unlimited earning potential

• Incentives: Performance-based bonuses, recognition, and travel opportunities

• Licensing: No prior financial experience needed—we help with the licensing process and provide ongoing training

• Leadership Development: Access to proven systems, leadership pathways, and personal mentorship from industry leaders

Ideal Candidate:

• Values mentorship, personal growth, and long-term impact

• Strong communication and relationship-building skills

• Self-motivated with an entrepreneurial mindset

• Thrives in independent and team environments

• Backgrounds that often excel in this role include:

▸ Teachers and educators

▸ Athletes and former student-athletes

▸ Coaches (sports or leadership)

▸ Military veterans or transitioning service members

▸ Sales, HR, marketing, admin, or operations

• No financial experience necessary—comprehensive training and licensing support provided

• Must be authorized to work in the U.S.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

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