Remote Financial Professional — Flexible Training & Growth

Crowned Legacy Group; Cleveland (OH); Remote; USD 11,000 - 56,000; Part time

Job summary

Crowned Legacy Group is seeking motivated individuals for a Financial Professional role that is remote and flexible, with part-time or full-time options. You will learn to build client relationships and guide families through financial concepts and strategies.

Training and licensing guidance are provided; this is an independent contractor (1099) opportunity focused on commission-based earnings and professional development within the financial services industry.

Qualifications

• No financial experience required.
• Training and mentorship provided.
• Licensing may be required in your state.
• Regulated industry; licensing steps explained during onboarding.

Responsibilities

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

Client relationships

Self-motivated

Leadership

Entrepreneurial skills

Job description

Crowned Legacy Group is seeking motivated individuals for a Financial Professional role that is remote and flexible, with part-time or full-time options. You will learn to build client relationships and guide families through financial concepts and strategies.

Training and licensing guidance are provided; this is an independent contractor (1099) opportunity focused on commission-based earnings and professional development within the financial services industry.