Remote Financial Advisor | Flexible Schedule & Commission

Experior Financial Group

United States

On-site

USD 60,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Fully remote
Flexible work structure
No income cap
Commission-based pay
Structured training
Career growth

Job summary

Experior Financial Group is seeking a Financial Associate to work directly with individuals, families, and business owners to provide insurance and investment solutions in a client-facing brokerage environment. You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio over time.

The role is 100% remote with a flexible part-time or full-time structure and is commission-based.

Qualifications

  • Client-facing role with insurance and investment knowledge.
  • Willingness to obtain required licenses.
  • Strong communication and relationship-building abilities.
  • Self-motivated and performance-driven entrepreneur.

Responsibilities

  • Conduct client discovery meetings (virtual).
  • Present insurance and investment solutions tailored to client needs.
  • Assist clients with applications and onboarding.
  • Build and manage your own client portfolio.
  • Participate in ongoing training and development sessions.
  • Develop referral and client acquisition strategies.

Skills

Communication skills
Interpersonal skills
Self-motivated
Entrepreneurial mindset
Client facing

Job description

Experior Financial Group is seeking a Financial Associate to work directly with individuals, families, and business owners to provide insurance and investment solutions in a client-facing brokerage environment. You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio over time.

The role is 100% remote with a flexible part-time or full-time structure and is commission-based.

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