Remote Financial Professional, Flexible, Entry Level

Crowned Legacy Group; Louisville (KY); Remote; USD 30,000 - 60,000; Part time

Benefits offered by this job

Remote work

Flexible schedule

Training & mentorship

Job summary

Crowned Legacy Group is seeking a Financial Professional to join our remote team with flexible Part-Time or Full-Time opportunities. No prior financial experience is required; comprehensive training is provided.

You will meet with individuals virtually to discuss goals, educate on strategies, and help clients with life insurance, retirement planning, and wealth protection. Licensing guidance is provided, and compensation is commission-based with growth potential.

Qualifications

• Coachable and willing to learn.
• Comfortable communicating with people.
• Self-motivated and dependable.
• Interested in financial education and helping families.
• Looking for flexible opportunity around commitments.
• Entrepreneurial mindset and business-building interest.

Responsibilities

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

Skills

Coachable

Communication

Self-motivated

Client relationships

Leadership

Tools

CRM software

Job description

Crowned Legacy Group is seeking a Financial Professional to join our remote team with flexible Part-Time or Full-Time opportunities. No prior financial experience is required; comprehensive training is provided.

You will meet with individuals virtually to discuss goals, educate on strategies, and help clients with life insurance, retirement planning, and wealth protection. Licensing guidance is provided, and compensation is commission-based with growth potential.