Financial Services Associate | Remote | Mentorship & Growth Path

Job Description

Tired of working hard for someone else’s dream? This time, build your own.

We train and mentor individuals to build long-term careers in financial services using a proven client-first process. You’ll be helping families secure financial peace — and earning based on your effort, not your title.

The Role :

Conduct short virtual meetings with clients.

Follow a duplicable system that removes the guesswork.

Learn to lead and mentor others as you grow.

You’ll Get :

Flexible schedule with full autonomy.

Commissions, bonuses, and incentive trips.

Health, dental, and vision options.

Leadership track and mentorship from top performers.

We value mindset over résumé. If you can stay consistent and coachable, you can win here.

Who Thrives Here

People who are :

Coachable and willing to follow a proven process.

Self-driven and goal-oriented.

Good communicators who care about helping others.

Looking for long-term stability and income growth, not another short-term job.

No financial or sales experience is needed — our training covers everything. Licensing can be completed online in 1–2 weeks, and we’ll guide you through it.

Why Apply Now

Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both — backed by real mentorship and an award-winning company culture.

If you’ve been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.

No scripts. No hype. Just a real opportunity to grow — on your terms.

Apply today, and we’ll set up a short conversation to see if it’s the right fit.

Requirements

18+ and authorized to work in the U.S.

100% Uncapped Commission 1099

Able to pass a background check and complete licensing (3-7 days, we’ll guide you through it every step of the way).

Prior experience in sales, customer service, leadership, or training is a plus—but not required.

Comfortable working remotely and independently.

Benefits

All-Expenses-Paid Vacations – Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more—fully paid based on performance.

Work-from-Anywhere Flexibility – 100% remote with control over your schedule and income.

Earn Time & Money – System-driven income model gives you the power to create both financial freedom and time freedom.

True Agency Ownership – Build your own business with real contractual ownership.

Legacy Business Transfer – Pass your agency to a loved one and create generational wealth.

Free Life Insurance – One full year of coverage included for qualifying agents.

Up to $500,000 in Life Coverage – Access large term coverage (up to 30 years) as a benefit.

Health Benefits Access – Affordable medical, dental, and vision coverage available through a partner provider.

Award-Winning Culture – Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000.

• Mentorship & Training – Plug into proven systems and real-time coaching to level up fast.

Requirements

18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we’ll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus—but not required. Comfortable working remotely and independently.