Financial Services Advisor - Flexible Schedule & Growth

Cornerstone Financial; California (MO); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Licensing assistance

Flexible schedules

Mentorship programs

Access to financial products

Job summary

Cornerstone Financial is seeking a motivated Financial Services Representative to help families protect their financial futures. This independent contractor opportunity offers flexible scheduling, comprehensive training, licensing assistance, and ongoing mentorship.

You will meet clients, discuss life insurance, retirement, and wealth-building strategies, and build relationships while developing leadership and business-building skills in a supportive team environment.

Qualifications

• Must be at least 18 years old.
• Ability to pass licensing and background screening requirements.
• Legally authorized to work in the United States.
• Reliable internet access and transportation for appointments (virtual and in-person opportunities available).

Responsibilities

• Meet with individuals and families to identify financial protection needs
• Educate clients on life insurance, retirement, and wealth-building strategies
• Assist clients in evaluating suitable financial solutions based on their goals
• Participate in training, mentorship, and professional development programs
• Build and maintain relationships within your network and community
• Develop leadership and business-building skills
• Help expand a team through referrals and mentorship opportunities, if desired

Skills

Communication skills

People skills

Self-motivated

Coachable

Job description

Cornerstone Financial is seeking a motivated Financial Services Representative to help families protect their financial futures. This independent contractor opportunity offers flexible scheduling, comprehensive training, licensing assistance, and ongoing mentorship.

You will meet clients, discuss life insurance, retirement, and wealth-building strategies, and build relationships while developing leadership and business-building skills in a supportive team environment.