Independent Financial Services Agent (Remote)
Flexible | Part-Time or Full-Time | U.S. Only
About the Role
We are currently expanding our nationwide team and seeking motivated, coachable individuals who are ready to grow within the financial services industry.
This is a flexible, remote opportunity designed for individuals looking to earn part-time income or build a full-time business. No prior experience is required — we provide full training, mentorship, and support from day one.
What You’ll Gain
- Financial education and real-world client experience
- Personal, professional, and leadership development
- Flexible schedule (work from anywhere)
- Performance-based promotions and advancement opportunities
- Opportunity to build your own business within a proven system
Key Responsibilities
- Attend virtual training and development sessions
- Assist with client education and appointment scheduling
- Learn financial concepts and industry guidelines
- Participate in outreach, marketing, and team growth initiatives
- Work closely with mentors to develop skills and confidence
Who we’re looking for ?
- Self-motivated and coachable individuals
- Strong communication and people skills
- Comfortable working in a remote environment
- Positive, professional, and growth-oriented mindset
- Open to learning new skills and expanding income streams
Training & Support
- Step-by-step onboarding process
- Ongoing mentorship from experienced leaders
- Full training provided (no experience necessary)
- Guidance through state licensing process
Additional Requirements & Onboarding
To ensure compliance and support your success in this role, candidates should meet the following:
- Must be legally authorized to work in the United States
- Must be able to pass a standard background check
As part of the onboarding and licensing process:
- A $49 background check fee is required, which is reimbursed upon successful completion of licensing
- A $25/month software access fee provides tools for training, client management, and business operations
These steps are part of setting you up with the systems and credentials needed to begin working with clients and earning income.
Compensation
- Performance-based income (commission + bonuses)
- Part-time or full-time income potential
Location
- 100% Remote (U.S. Only)
- Optional in-person support available in multiple states
If you’re looking for flexibility, growth, and an opportunity to build something of your own — this could be the right fit for you.
Apply today to schedule a quick overview and learn more.
