Remote Financial Services Advisor — Mentorship & Growth

Legendary Allen Agency

Flagstaff (AZ)

On-site

USD 36,000 - 150,000

Part time

14 days+
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Benefits offered by this job

Uncapped income potential
Mentorship from proven leaders
Defined path to leadership
Flexibility and independence

Job summary

Legendary Allen Agency is seeking growth-minded professionals for a flexible role offering part-time or full-time hours in a remote environment. You will identify client needs, tailor protection and asset-building solutions, and build lasting relationships through proactive communication.

You’ll generate new business through networking and referrals, educate clients on policies, and stay current on products, while enjoying uncapped income potential and mentorship within a supportive team.

Qualifications

  • Active industry license or willingness to obtain one (training support available).
  • Strong communication and interpersonal skills.
  • Self-motivated with the ability to work independently and manage time effectively.
  • Comfortable using basic technology and virtual communication tools (e.g., Zoom, Google Meet).
  • Entrepreneurial mindset and desire for personal and professional growth.

Responsibilities

  • Identify client needs and tailor protection and asset-building solutions.
  • Build and maintain long-term client relationships through consistent communication and service.
  • Generate new business through networking, referrals, and company-provided lead systems.
  • Educate clients on policies, coverage options, and strategies to protect and grow their assets.
  • Follow up with prospects to guide decision-making and close sales.
  • Stay current on industry trends and products.
  • Operate independently while collaborating with a high-performing, supportive team environment.

Skills

Communication
Interpersonal skills
Self-motivation
Time management
Entrepreneurial mindset

Tools

Zoom
Google Meet

Job description

Legendary Allen Agency is seeking growth-minded professionals for a flexible role offering part-time or full-time hours in a remote environment. You will identify client needs, tailor protection and asset-building solutions, and build lasting relationships through proactive communication.

You’ll generate new business through networking and referrals, educate clients on policies, and stay current on products, while enjoying uncapped income potential and mentorship within a supportive team.

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