Entry Level Associate

Entry-Level Financial Services Associate

Remote | Part-Time or Full-Time | Training Provided

1099 Independent Contractor | Commission-Based

Looking for a New Opportunity? Let's Connect!

We're expanding our team and looking for motivated individuals who are interested in learning about the financial services industry, developing new skills, and helping families plan for their financial futures.

The best part? You don't need previous financial experience to get started!

We're looking for people who are friendly, dependable, eager to learn, and excited about the possibility of building something for themselves.

Whether you're exploring a career change, looking for a flexible opportunity alongside your current job, or interested in growing within the financial services industry, this could be a great place to start.

What You'll Do

• Connect virtually with individuals and families to discuss their financial goals and needs.
• Help educate clients about financial concepts, insurance options, and available solutions.
• Develop and maintain positive, long-term client relationships.
• Participate in ongoing training and professional development.
• Work toward completing required state licensing with guidance from our team.
• Build your client base and develop your business at your own pace.
• Follow all applicable industry regulations and compliance requirements.

What We Offer

We understand that starting something new can feel intimidating, which is why we focus on providing training, resources, and support along the way.

• No Experience Required: We'll help you learn the fundamentals.
• Paid Licensing Costs: Required licensing education, applicable state fees, and fingerprinting expenses are covered.
• Flexible Scheduling: Choose a part-time or full-time commitment that works for your lifestyle.
• Remote Work: Meet with clients and participate in team activities virtually.
• Mentorship & Support: Learn alongside experienced professionals.
• Professional Development: Strengthen your communication, leadership, and business skills.
• Growth Opportunities: Explore additional responsibilities and leadership opportunities as you gain experience.
• Team Environment: Join a supportive group of individuals who encourage one another to grow and succeed.

Who Would Be a Great Fit?

We're looking for individuals who:

• Enjoy working with people and building relationships.
• Have strong communication and interpersonal skills.
• Are motivated, reliable, and willing to learn.
• Have a positive attitude and are open to feedback.
• Can manage their time and work independently.
• Are interested in personal growth and developing new skills.
• Want to explore opportunities within the financial services industry.

Basic Qualifications

• Must be 18 years of age or older.
• Must reside in the United States.
• Must be legally authorized to work in the United States.
• Must be able to meet applicable background and licensing requirements.
• Must be willing to complete required education and licensing.

Compensation & Position Details

This is a 1099 independent contractor position with commission-based compensation.

Earnings are based on individual production and performance. There is no guaranteed salary, hourly pay, or minimum income.

This is an independent business opportunity rather than a traditional employee position.

Interested? We'd Love to Hear From You!

You don't need to know everything about financial services to take the first step. A willingness to learn and the motivation to grow are a great place to start.

If you're looking for flexibility, new skills, and an opportunity to help others while building your own business, we encourage you to apply.

Apply today! We'd love to connect, answer your questions, and share more about the opportunity.

Pay: $2,650.00 - $98,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: Remote