Remote Financial Specialist — Entry-Level, Flexible

Crowned Legacy Group; Indianapolis (IN); Remote; USD 20,000 - 50,000; Part time

Job summary

Crowned Legacy Group is seeking motivated individuals for a remote, flexible role as Financial Professional. Training is provided, and candidates will learn to educate families on financial concepts and strategies while building client relationships.

The position is commission-based and contract-based, with licensing guidance offered during the process. No prior financial experience is required, making it suitable for students, graduates, or professionals seeking a flexible career path.

Qualifications

• No financial experience required.
• Training and mentorship provided.
• Licensing may be required to conduct licensed business.

Responsibilities

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

Skills

Coachable and learnable

People communication

Self-motivated

Interest in financial education

Education

No finance degree required

Job description

Crowned Legacy Group is seeking motivated individuals for a remote, flexible role as Financial Professional. Training is provided, and candidates will learn to educate families on financial concepts and strategies while building client relationships.

The position is commission-based and contract-based, with licensing guidance offered during the process. No prior financial experience is required, making it suitable for students, graduates, or professionals seeking a flexible career path.