Remote Financial Services Advisor - Path to Leadership

Legendary Allen Agency; Morristown (TN); Remote; USD 36,000 - 90,000; Part time

Benefits offered by this job

Uncapped income potential

Remote work flexibility

Mentorship from leaders

Clear path to leadership

Company-supported training

Team that values accountability

Job summary

Legendary Allen Agency is seeking growth-minded professionals for an opportunity offering flexible, remote work and a performance-based compensation structure.

You will identify client needs, build lasting relationships, and drive new business through referrals and lead systems while educating clients on protection and asset-building strategies. A self-motivated, independent worker with excellent communication will thrive here.

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 recommend tailored protection and asset-building solutions.
• Build and maintain strong, 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 them through the decision-making process and close sales.
• Stay current on industry trends and products.
• Operate independently while collaborating with a high-performing, supportive team environment.

Skills

Communication

Self-motivation

Time management

Networking

Prospecting

Tools

Zoom

Google Meet

Job description

Legendary Allen Agency is seeking growth-minded professionals for an opportunity offering flexible, remote work and a performance-based compensation structure.

You will identify client needs, build lasting relationships, and drive new business through referrals and lead systems while educating clients on protection and asset-building strategies. A self-motivated, independent worker with excellent communication will thrive here.