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Entry Level Financial Professional

  • Source: Indeed
  • Crown Legacy
  • $60,000 to $80,000 /yr
  • Remote
  • United States
  • Full-Time
  • Junior

Job Description

Crown Legacy is looking for motivated individuals who want to build a career helping individuals and families understand life insurance, protection strategies, and financial concepts.

This is a remote opportunity designed for people who enjoy working with people, learning new skills, and building a professional career in the financial services industry.

You don’t need years of financial-services experience to get started. Training and mentorship are provided to help qualified candidates develop the knowledge and skills needed for the role.

What You’ll Do

  • Meet virtually with individuals and families to understand their financial protection needs
  • Educate clients about life insurance and related financial strategies
  • Help clients evaluate protection options based on their goals and circumstances
  • Build and maintain professional client relationships
  • Conduct virtual appointments through phone and video
  • Participate in ongoing training and professional development
  • Develop referral and networking opportunities
  • Maintain professional and compliant client communication

What We’re Looking For

We’re interested in individuals who are:

  • Professional, dependable, and self-motivated
  • Comfortable communicating with people by phone and video
  • Coachable and willing to learn
  • Organized and able to work independently
  • Interested in personal and professional growth
  • Passionate about helping families protect their financial future
  • Comfortable working in a remote environment

Previous insurance or financial-services experience is helpful but not required.

Licensing & Training

A life insurance license is required to sell life insurance products. Candidates who are not currently licensed may be considered and can receive guidance regarding the licensing process.

Training, mentorship, and product education are provided.

Income can vary based on production, experience, licensing, and individual effort. This position is not represented as a guaranteed salary or guaranteed income.

Work Environment

  • Remote
  • Flexible scheduling
  • Virtual client appointments
  • Independent work with team support
  • Ongoing training and mentorship

Why Crown Legacy?

At Crown Legacy, our mission is centered around education, protection, and helping families prepare for the future.

We’re looking for people who want more than simply a job—they want the opportunity to develop professionally while making a meaningful impact through financial education and protection planning.

If you’re motivated, willing to learn, and interested in building a career helping others, we’d like to hear from you.

Pay: $60,000.00 - $80,000.00 per year

Work Location: Remote


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