Remote Financial Professional — Flexible & Training

Crowned Legacy Group; Philadelphia (Philadelphia County); Remote; USD 20,000 - 60,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Licensing guidance

Training included

Job summary

Crowned Legacy Group is seeking a Financial Professional for remote, flexible part-time or full-time work. You will learn financial education, client relationships, and licensed services while working with families online. No prior experience required; you will receive training and mentorship.

Licensing guidance is provided as you build a flexible business with potential for growth. This role is commission-based (1099) with no guaranteed salary, suited for motivated individuals seeking financial

Qualifications

• No prior financial experience required.
• Training and mentorship provided.
• Must obtain appropriate state insurance license upon progression.

Responsibilities

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

Skills

Communication

Sales

Customer service

Self-motivation

Job description

Crowned Legacy Group is seeking a Financial Professional for remote, flexible part-time or full-time work. You will learn financial education, client relationships, and licensed services while working with families online. No prior experience required; you will receive training and mentorship.

Licensing guidance is provided as you build a flexible business with potential for growth. This role is commission-based (1099) with no guaranteed salary, suited for motivated individuals seeking financial