Remote Financial Professional — Flexible, Entry-Level

Crowned Legacy Group; St. Louis (MO); Remote; USD 15,000 - 36,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Training and mentorship

Job summary

Crowned Legacy Group seeks a Financial Professional for a remote, flexible role. This entry-level opportunity includes training and mentorship to help you learn financial education, client relationships, and financial services.

You will gain experience by meeting virtually with individuals and families, educating them on concepts and strategies, and helping with life insurance and retirement planning. Licensing guidance is provided throughout the process.

Qualifications

• No financial experience required; training is provided.
• Excellent communication and interpersonal skills.
• Self-motivated, dependable, and coachable.
• Interest in financial education and helping families.
• Able to balance school, work, or family commitments with a flexible schedule.

Responsibilities

• Meet with individuals and families virtually to understand financial goals.
• Educate clients on financial concepts and available 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

Excellent communication

Self-motivated

Interested in financial education

Leadership potential

Education

No finance degree required

Job description

Crowned Legacy Group seeks a Financial Professional for a remote, flexible role. This entry-level opportunity includes training and mentorship to help you learn financial education, client relationships, and financial services.

You will gain experience by meeting virtually with individuals and families, educating them on concepts and strategies, and helping with life insurance and retirement planning. Licensing guidance is provided throughout the process.