Financial Services Professional

Synergy Leadership Development; United States; Remote; USD 74,000 - 94,000; Full time

Job summary

Synergy Leadership Development is seeking motivated individuals for the role of Financial Services Representative. This remote position offers flexibility and training opportunities to help clients achieve their financial goals. No prior experience is necessary, making it an excellent opportunity for career changers with a passion for financial literacy and forward-thinking.

Benefits

Multiple income streams

Uncapped commission potential

Bonuses and travel incentives

Hands-on training

Collaborative team culture

Qualifications

• Must be 25+ years old.
• U.S. citizen or legal resident.
• Willing to complete state licensing within 60 days.

Responsibilities

• Educate clients on financial concepts and assist them in their financial planning.
• Help clients achieve their financial goals, including retirement and investments.

Skills

Integrity

Accountability

Self-motivation

Entrepreneurial spirit

Interest in financial literacy

Job description

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Remote Position – Work from home or anywhere with a stable internet connection

Flexible Schedule – Full-time or part-time options available

No Prior Experience Needed – Comprehensive training and mentorship provided

Not an Internship – We’re seeking committed individuals ready to launch a meaningful career

Note – This role is not ideal for students requiring work authorization approval.

Are you seeking a real career opportunity that offers high earning potential, flexibility, and the chance to grow professionally?

We’re looking for driven and motivated individuals who want to take control of their financial future—while helping others do the same.

As a Financial Services Representative, you'll educate individuals, families, and business owners on essential financial concepts. You’ll help them plan and work toward their short-, mid-, and long-term financial goals, including areas such as retirement, investments, and insurance.

This role is a great fit for someone who:

* Values freedom and flexible work hours

* Is self-motivated and entrepreneurial

* Wants a career with growth potential, not just another job

* Has a genuine interest in financial literacy and wealth-building

* May not have experience in sales or finance but is eager to learn and grow

Background in customer service, management, or team-based roles is highly transferable.

What we offer:

* Multiple income streams

* Uncapped commission potential (clients can generate $2,500–$20,000+ in earnings)

* Residual income for continued compensation on past work

* Passive income opportunities through client base growth

* Bonuses, paid travel incentives, and more

* A collaborative, uplifting team culture

* Hands-on training in finance, leadership, marketing, and communication

* A results-driven career path free from corporate politics

This is a commission-based 1099 opportunity, ideal for individuals ready to take ownership of their time and income. Our flexible training model fits around your schedule—perfect for career changers or those looking for supplemental income.

Apply now if you’re ready to build a career with purpose and unlimited potential.

Rick Fulkerson

Qualifications

* Must be 25+

* U.S. citizen, legal resident, or valid work permit with SSN

* Must be able to pass a background check

* Willing to complete state licensing within 60 days

* Strong integrity and accountability—this is a regulated industry

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

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