Financial Associate

About the Role

As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position. You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio of clients over time. This role can be structured part-time or full-time. There is no requirement to leave your current position. Many advisors begin on a flexible basis and scale as they grow.

Responsibilities

• Conduct client discovery meetings (virtual)
• Present insurance and investment solutions tailored to client needs
• Assist clients with applications and onboarding
• Build and manage your own client portfolio
• Participate in ongoing training and development sessions
• Develop referral and client acquisition strategies

Work Structure

• 100% remote
• Flexible schedule
• Independent contractor position
• Performance-based compensation

Qualifications

• Strong communication and interpersonal skills
• Comfortable speaking with clients and building relationships
• Self-motivated and performance-driven
• Open to obtaining required insurance and financial licenses
• Entrepreneurial mindset required
• Previous experience in sales, finance, customer service, or business development is helpful but not mandatory

Benefits

• Fully remote opportunity
• Flexible part-time or full-time structure
• No income cap
• Structured training and mentorship
• Clear pathway to scale income and leadership opportunities

Compensation

This is a 100% commission-based opportunity. There is no base salary. Income is directly tied to performance, production, and client portfolio growth.