Remote Financial Pro — Flexible Hours, 1099 & Commission

Crowned Legacy Group; Milwaukee (WI); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Training and mentorship

Job summary

Crowned Legacy Group seeks a Financial Professional to join our remote team with a flexible schedule. This role focuses on learning financial concepts, meeting clients virtually, and building strong client relationships without requiring prior financial experience.

We provide training and mentorship, licensing guidance, and opportunities to explore life insurance, retirement planning, wealth strategies, and financial protection while developing leadership and entrepreneurial skills in a

Qualifications

• No prior financial experience required.
• Willing to obtain state insurance license if moving forward.
• Ability to learn quickly through training and mentorship.

Responsibilities

• Meet with individuals virtually to understand financial goals.
• Educate clients on financial concepts and strategies.
• Help clients with life insurance, retirement planning, wealth accumulation, and protection.
• Build and maintain professional client relationships.
• Engage in ongoing training, mentorship, and professional development.
• Develop communication, leadership, and business-building skills.

Skills

Coachable

Communication skills

Self-motivated

Dependable

Leadership

Entrepreneurial mindset

Job description

Crowned Legacy Group seeks a Financial Professional to join our remote team with a flexible schedule. This role focuses on learning financial concepts, meeting clients virtually, and building strong client relationships without requiring prior financial experience.

We provide training and mentorship, licensing guidance, and opportunities to explore life insurance, retirement planning, wealth strategies, and financial protection while developing leadership and entrepreneurial skills in a