Financial Services Associate (Independent) | Remote

Vertex Insight Financial Agency, LLC; United States; Remote; USD 60,000 - 100,000; Part time

Job summary

An innovative financial services platform is looking for motivated individuals to join their team as licensed Financial Professionals or Referral Partners. This opportunity allows you to build your own independent agency while enjoying flexible work options, comprehensive training, and uncapped commission potential. With access to over 190 top-tier financial companies, you can help clients secure their financial futures while enjoying the freedom to control your growth and income. If you're passionate about making a difference and ready to explore new income streams, this could be the perfect fit for you.

Benefits

Flexible work options

Comprehensive training

Mentorship and leadership development

Commission-based income

Qualifications

• Must obtain a state-issued Life Insurance License with training provided.
• Strong work ethic and integrity are essential.

Responsibilities

• Build your own book of business and provide client services.
• Create additional income streams by referring clients.

Skills

Life Insurance License

Networking

Client Services

Coaching and Mentorship

Education

High School Diploma

Financial Services Training

Job description

United States

2 days ago Be among the first 25 applicants

Are you passionate about helping others secure their financial futures — while building flexible, rewarding income streams of your own?

We are expanding!

As a licensed Financial Professional and Associate with one of the fastest-growing independent brokerages in North America, I am seeking motivated individuals to join our team.

Our platform offers access to over 190 top-tier financial companies — providing solutions across life insurance, annuities, and asset protection — without being captive to any single carrier. Through strategic partnerships with respected global institutions like Transamerica and Aegon, we equip our agents and partners with the tools, mentorship, and earning potential to build lasting impact.

We offer two flexible career tracks:

Licensed Financial Professional Track – Build your own book of business, provide client services, and grow a scalable, independent practice (part-time or full-time).

Referral Partner Track – For those with strong networks who want to create additional income streams by referring clients without managing full services directly.

What We Offer:

• Remote, flexible work options (part-time or full-time)
• Access to 190+ financial carriers and solutions
• Comprehensive training, mentorship, and leadership development
• Commission-based income with uncapped potential
• A mission-driven culture focused on empowerment, protection, and legacy-building for families and communities
• A proven platform designed for entrepreneurial success

Requirements:

• Must pass two background checks (industry-standard financial background screenings)
• Must complete fingerprinting for state licensing
• Must obtain a state-issued Life Insurance License (full training and support provided)
• Must be coachable, professional, and committed to ongoing education
• Strong work ethic, personal integrity, and a passion for helping others are essential
• For Referral Partners: a strong existing network is preferred

Important to know:

This is not a traditional W-2 employee position. This is commission only. This is an opportunity to build your own independent agency or partnership under the support of an established platform. You control your time, growth, and income.

Curious if this could be the right fit?

I’m currently scheduling brief, no-pressure conversations to share more about both tracks. Whether you're looking to build something new or expand the value you offer your network, we have options worth exploring.

➔ Set up an introductory call today for instructions on how to apply.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

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