The position is fully remote, ideal for stay-at-home career seekers or those looking to add another income stream to their resume.
No prior experience is required, as we provide an extensive training program through the company.
We are seeking highly motivated, competent, capable, and committed business partners to become financial professionals and serve clients' needs.
Work Types Offered:
- Full Time
- Part Time
- Joining does not require quitting your current job
- Most new agents start as Referrals or Part-time and can transition to full-time while earning the same commissions
- Work with A+ rated financial companies nationwide
- The opportunity is 100% remote
- No financial experience needed initially; training is hands-on
Having skills or experience in the following areas can help you advance more quickly:
- Leadership / Managerial Skills
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting / Software
Job responsibilities include:
- Developing Financial Need Analyses (FNA) for clients
- Helping families, individuals, and business owners improve their financial positions through services like asset protection, legacy building, index strategies, debt management, and estate planning with our legal team
Position Details:
- 1099, performance-based business model
- Part-Time Schedule: 6-15 hours per week, flexible
- Leads are generated via three tiers: hot, warm, and cold, including partnerships with ETHOS
- Platform: Zoom, fully remote
- Support: Assigned field trainers to guide you from start to independence
- Daily training sessions to support your business growth
Minimum requirements:
- Must pass a background check (no felonies)
- Must have or obtain a U.S. Social Security Number
- Must reside in the U.S., Puerto Rico, or Canada during the process
- Must be 18+ years old
Compensation and benefits:
- Salary range: $36,000 - $125,000 annually (1099, production-based)
- Unlimited earning potential with multiple income streams (producer, bonuses, renewal, stock options, profit sharing)
- Free training
- Opportunity to own your book of business, agency, and equity
- Uncapped commissions; high earning potential per client
- Paid 8-9 times per month
- Career advancement opportunities
- Performance-based travel rewards for qualifying individuals