Entry Level Remote Financial Planning Professional

Job Summary

The financial decisions people make in the years leading up to retirement can shape the next 20–30 years of their lives. We’re looking for professionals who want to build a meaningful career helping individuals, families, and business owners make informed decisions about retirement, wealth protection, and long-term financial security.

This is a relationship-driven role built around education, trust, and long-term client relationships. You’ll have the opportunity to become a trusted financial resource for clients as they navigate some of the most important financial decisions of their lives.

Whether you already have experience in financial services or are transitioning from another career, you’ll receive comprehensive training, mentorship, licensing support, proven systems, ongoing coaching, and access to our technology platform to help you develop your knowledge and skillset.

The position offers the flexibility to work remotely while building a professional career centered on financial education and client service. If you’re motivated to learn, enjoy working with people, and want to build a career where your growth is directly connected to the value you provide to clients, this could be an excellent opportunity.

Compensation: This is an independent contractor, commission-based opportunity. Compensation is earned through the sale of insurance and financial products. There is no guaranteed salary or hourly wage. Commission amounts vary based on products sold, production, and applicable carrier compensation schedules.

Responsibilities

• Meet with clients virtually to discuss their financial goals and priorities
• Educate clients on foundational financial concepts, including budgeting, retirement planning, debt management, and financial protection strategies
• Conduct financial needs assessments and assist in developing personalized recommendations
• Support clients throughout the implementation process
• Maintain accurate client records and documentation
• Participate in ongoing training, professional development, and team meetings
• Build and maintain strong client relationships through regular follow-up and service

Qualifications

• Strong communication and interpersonal skills
• Professional and dependable work ethic
• Ability to learn new concepts and apply training effectively
• Comfortable working in a virtual environment
• Self-motivated with strong organizational skills
• High school diploma or equivalent required
• Bachelor’s degree is preferred but not required
• Customer service, sales, education, healthcare, management, or financial services experience is a plus
• Entry level: no experience required

What We Offer

• Flexible scheduling options
• Remote work opportunities
• Comprehensive training and mentorship
• Professional development and leadership opportunities
• Access to industry resources and educational programs
• Supportive team environment

Schedule

• Full-time
• Part-time
• Flexible hours

Next Step - Call to Action

Qualified applicants will be invited to a brief 10-15 phone call to discuss our opportunity in greater detail.

Work Location: Remote

Pay: $50,000.00 - $250,000.00 per year

Application Question(s):

• This is 100% commission-based role. Please do not apply if you are looking for a salaried position.

Work Location: Remote