Licensed Independent Financial Services Agent (1099)
Overview
We are seeking motivated and professional individuals to join our team as Licensed Independent Financial Services Agents. This is a 1099 independent contractor role offering flexibility and the opportunity to build a client-focused practice within the financial services industry.
In this position, you will work directly with individuals and families to help them develop strategies around retirement planning, wealth accumulation, and debt management. The role is best suited for individuals who are self-driven, coachable, and interested in a long-term opportunity in financial services.
Licensed Independent Financial Services Agent (1099) Key Responsibilities
• Meet with clients to assess financial goals and recommend appropriate strategies
• Build and maintain a pipeline of prospective clients through networking, referrals, and outreach
• Educate clients on financial concepts including retirement, protection, and debt strategies
• Maintain accurate client records and follow up consistently using CRM systems
• Provide ongoing client support to ensure long-term relationship management
• Stay current on industry guidelines and compliance standards
Qualifications
• Strong communication and interpersonal skills
• Self-motivated with the ability to work independently
• Professional demeanor with a client-first mindset
• Prior experience in sales, customer service, or financial services is a plus (not required)
• Willingness to obtain required state Life insurance license (if not already licensed)
• Coachable and open to training and professional development
Compensation & Structure
• 1099 independent contractor position
• Performance-based compensation (commission)
• Flexible schedule with the ability to work full-time or part-time
• Ongoing training and mentorship provided
Who This Role Is For
This opportunity is ideal for individuals looking to:
• Transition into the financial services industry
• Build a flexible, client-focused business
Develop long-term income based on performance and client relationships
Pay: $60,000.00 - $85,000.00 per year
Benefits:
• Flexible schedule
• Work from home
Application Question(s):
• Would obtaining a state Life Insurance License be an issue?
Work Location: Remote
Apply tot his job
Apply To this Job
We are seeking motivated and professional individuals to join our team as Licensed Independent Financial Services Agents. This is a 1099 independent contractor role offering flexibility and the opportunity to build a client-focused practice within the financial services industry.
In this position, you will work directly with individuals and families to help them develop strategies around retirement planning, wealth accumulation, and debt management. The role is best suited for individuals who are self-driven, coachable, and interested in a long-term opportunity in financial services.
Licensed Independent Financial Services Agent (1099) Key Responsibilities
• Meet with clients to assess financial goals and recommend appropriate strategies
• Build and maintain a pipeline of prospective clients through networking, referrals, and outreach
• Educate clients on financial concepts including retirement, protection, and debt strategies
• Maintain accurate client records and follow up consistently using CRM systems
• Provide ongoing client support to ensure long-term relationship management
• Stay current on industry guidelines and compliance standards
Qualifications
• Strong communication and interpersonal skills
• Self-motivated with the ability to work independently
• Professional demeanor with a client-first mindset
• Prior experience in sales, customer service, or financial services is a plus (not required)
• Willingness to obtain required state Life insurance license (if not already licensed)
• Coachable and open to training and professional development
Compensation & Structure
• 1099 independent contractor position
• Performance-based compensation (commission)
• Flexible schedule with the ability to work full-time or part-time
• Ongoing training and mentorship provided
Who This Role Is For
This opportunity is ideal for individuals looking to:
• Transition into the financial services industry
• Build a flexible, client-focused business
Develop long-term income based on performance and client relationships
Pay: $60,000.00 - $85,000.00 per year
Benefits:
• Flexible schedule
• Work from home
Application Question(s):
• Would obtaining a state Life Insurance License be an issue?
Work Location: Remote
Apply tot his job
Apply To this Job