Fully Remote Financial Services Sales Associate
Pennsylvania, USA
Listed on 2026-02-10
-
Sales
Fully Remote Entry - Level Financial Professional Consultant - (Leads and Training Provided)
The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families' long-term financial security, and this is where we come in.
Here's what sets this opportunity apart:
Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, world-class travel, etc.
- Opportunity Description:
-Develop Financial Need Analysis (FNA) for Clients
-COMMISSION ONLY, performance-based business model
-Leads:
We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
-Place families, individuals, and business owners in a financial position of advantage for some of the following:
-Protect Retirement Assets/401k and all IRA Funds
-College Planning
-Tax-Free and Tax-Deferred Index Strategies
-Debt Management Services
-Build and Leave a Legacy
-Estate Planning with our legal team
If you are a highly motivated and ambitious individual with a passion for wanting to add value to people's lives, desire a flexible schedule, and seeking a rewarding career path, I encourage you to connect to learn more.
LUCRATIVE COMPENSATION:
- Uncapped 1099 / production-based commission income (one client may be $3,500 in compensation and another may be $20,000)
- Residual income (paid from work done last year, every year)
- Passive income
- Bonuses, Equity (must qualify) paid world travel, and more
REQUIREMENTS:
- Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Mutual of Omaha, Ethos, AIG, and over fortune 500 companies.
- Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
- Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
- Build meaningful and lasting relationships and experiences with clients, business associates, and partners
- Expand business, management, and leadership skills working with clients, team members, and new associates
- Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
- Minimum 18 years of age
- Legal U.S. Resident, Citizen or Work Permit with SSN
- Able to pass a Background Screening
- Able to complete licensing requirements within 45 days
- Accountable with high level of integrity (critical in this regulated and customer based industry)
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).