Remote Financial Services Growth Advisor

Legendary Allen Agency

Chesapeake (VA)

On-site

USD 72,000 - 150,000

Part time

14 days+

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Job summary

Legendary Allen Agency is seeking growth-minded professionals for a flexible, remote opportunity with both part-time and full-time hours. This role offers uncapped commissions and a clear path to leadership through mentorship and a proven system.

You will identify client needs, educate on policies, build lasting relationships, and generate new business through referrals and lead systems, with training support and independence.

Qualifications

  • Active 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

Active license
Communication
Time management
Self-motivated
Virtual tools

Tools

Zoom
Google Meet

Job description

Legendary Allen Agency is seeking growth-minded professionals for a flexible, remote opportunity with both part-time and full-time hours. This role offers uncapped commissions and a clear path to leadership through mentorship and a proven system.

You will identify client needs, educate on policies, build lasting relationships, and generate new business through referrals and lead systems, with training support and independence.

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