Financial Professional

Overview

Remote, contract-based partnership role with 100% commission and performance-based compensation. Income is directly tied to your results, with no income ceiling. Flexible start options are available, including starting part-time and transitioning at your own pace.

Support, mentorship, and training are provided. Responsibilities include no cold calling and no pressure.

Responsibilities

• Meet with clients (virtually or in person) to assess financial goals and recommend customized solutions
• Use proven systems and support tools to deliver high-quality service and build trust
• Learn and apply concepts in:
  • Wealth protection
  • Tax advantaged growth strategies
  • Retirement planning
  • Estate planning
  • Life insurance
• Collaborate with experienced mentors to grow skills and increase impact
• Participate in weekly trainings provided by the employer to expand knowledge, skill set, and financial industry experience

Requirements

• Ability to meet with clients virtually or in person
• Willingness to learn and apply financial planning concepts across wealth protection, tax-advantaged growth, retirement planning, estate planning, and life insurance

Compensation & Benefits

• 100% commission and performance-based compensation (no fixed salary and no income ceiling)
• Salary range listed: $20,000-$100,000
• Training, mentorship, and support provided
• No cold calling and no pressure

Location

Remote