Financial Services Professional

Karlo Financial; Burbank (CA); Remote; USD 30,000 - 80,000; Full time

Job summary

Join a leading financial services organization as an Independent Financial Services Professional. Enjoy the flexibility of remote work while helping clients achieve financial security. With no sales quotas and comprehensive training, this role offers a unique opportunity for financial growth and personal fulfillment.

Benefits

Health Insurance

Equity Opportunities

Frequent Raises

Luxury Trip Incentives

Qualifications

• Must be at least 18 years old and a US Citizen or Permanent Resident.
• Willing to obtain state licenses.

Responsibilities

• Help clients with life & health insurance, retirement, and wealth building.
• Manage your own schedule, work part-time or full-time.

Skills

Financial Services

Client Assistance

Ethical Practices

Education

State Licenses

Job description

Are you seeking financial security, a flexible schedule, and the ability to work remotely?

Whether you’re looking to support your family or generate income to achieve complete financial independence, this role might be the perfect fit for you!

We are looking for dynamic individuals to join our team as an Independent Financial Services Professional and enjoy the freedom of working remotely in one of the most stable, lucrative industries—financial services.

About Us :

• We’re an organization focused on helping individuals achieve time and financial freedom.
• With comprehensive training, a supportive team culture, and no sales quotas, you’ll experience a unique work environment where you’re valued as an integral business partner, not just a number.

Responsibilities :

• Work as an independent advisor, helping clients who have requested assistance with solutions for life & health insurance, retirement, college savings, mortgage protection, debt elimination, and wealth building.
• Access to warm leads—no cold calling necessary.
• Collaborate with a supportive team, receive personal mentorship, and hands-on training.
• Manage your own schedule, work part-time or full-time, with the opportunity to build your own business if desired.

Highlights :

• Flexible Schedule : Work part-time (15-20 hours/week) or full-time (35-45 hours/week).
• No Caps on Income : Potential earnings range from $2,500-$5,000+ per month part-time, or $7,000-$12,000+ per month full-time.

No Access Fees :

• No franchise fees, membership dues, or sales quotas.
• Multiple monthly, quarterly, and annual bonus opportunities.

Growth-Oriented Team :

• Receive regular coaching, recognition, and opportunities for advancement.

Benefits :

• Health insurance, equity opportunities, frequent raises, and luxury trip incentives.

This Role May Be For You If You’re :

• Driven to achieve beyond average.
• Humble, coachable, and willing to learn.
• Committed to ethical practices and helping others.
• Possess or are willing to obtain state licenses.

This Role Is Not For You If You’re Looking For :

• A traditional 9-5 office-based work environment.
• A get-rich-quick scheme.
• A boss or manager to control your time.

This role requires applicants to be at least 18 years old, a US Citizen or Permanent Resident, and able to pass a comprehensive background check. Our most successful team members come from diverse backgrounds and have transitioned from many different careers, discovering a path that provides financial growth, personal fulfillment, and freedom.

Contact :

• Richard Osterhoudt
• Phone: [phone]
• Email: [emailprotected]
• Book an immediate interview here: https://scheduler.zoom.us/richard-osterhoudt/initial-recruit-interview