Entry Level Financial Professional [Remote]

Forte Legacy Group is a rapidly growing nationwide financial services firm seeking motivated professionals who want to help individuals, families, and business owners achieve long-term financial security while building a rewarding career in financial services.

Whether you’re already licensed or willing to become licensed, you’ll receive training, mentorship, and support from experienced professionals as you grow your practice.

What You’ll Do

• Meet with individuals, families, and business owners virtually and/or in person to understand their financial goals and priorities
• Educate clients on financial strategies, including life insurance, retirement planning, wealth protection, and asset accumulation
• Conduct financial needs assessments and help clients identify areas of opportunity
• Present personalized solutions designed to align with clients’ short-term and long-term objectives
• Build and maintain strong client relationships through ongoing service and support
• Generate new business through networking, referrals, community involvement, and professional relationships
• Participate in training, mentorship, and professional development programs to enhance your knowledge and skills
• Collaborate with team members and mentors to support client needs and business growth
• Work toward individual performance goals and leadership development milestones

What We’re Looking For:

• Self-motivated, disciplined, and goal-oriented
• Coachable and open to learning new skills
• Strong communicators who enjoy working with and helping others
• Growth-minded with an interest in long-term career development
• Comfortable working independently and managing their own schedule
• Interested in building a career in the financial services industry
• Committed to ongoing personal and professional development

What We Offer:

• Flexible schedule – work 10 to 40+ hours per week depending on your availability
• Remote-first model – all meetings and trainings can be conducted via Zoom
• Performance-based compensation
• Direct mentorship and team support – personalized coaching and business development resources
• Access to industry-leading tools, training, and ongoing education
• A relationship-based approach for acquiring clients, focused on referrals, networking, and client education

Qualifications:

• Must be at least 18 years old (federally required)
• Must live in the U.S. and be eligible to work here
• Must be able to pass a background check (no felonies)
• Must be willing to obtain a Life & Health Insurance License (we provide guidance and support through the process if not licensed already)

Compensation

Compensation is performance-based and varies based on production, activity level, and experience.

If you’re motivated, coachable, and ready to grow personally and professionally, we’d love to connect with you.

Job Types: Full-time, Part-time, Contract, Permanent

Benefits:

• Flexible schedule

Application Question(s):

• If not licensed, are you willing to dedicate 2-3 weeks to get licensed?

License/Certification:

• Life and Health (Preferred)

Work Location: Remote

Pay: $2,000.00 - $10,000.00 per month

Benefits:

• Flexible schedule
• Work from home

Application Question(s):

• If not licensed, are you willing to dedicate 2-3 weeks to get Life & Health License?

License/Certification:

• Life and Health License (Preferred)

Work Location: Remote