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Financial Services Professional

Remote, USA Full-time Posted 2025-05-22

*MUST BE IN USA*

  • Transition to Full-time after 6-12 months

  • Income: Competitive compensation with significant earning potential based on performance

  • Expected Hours: 10 – 40 hours per week

  • Benefits: Flexible Schedule, Training, Mentorship, Ownership, Residuals

  • Schedule: Monday to Friday, with weekends as needed

  • Work Location: Remote, with a preference for candidates from Philadelphia

  • Flexible Hours – Set your own schedule

  • No Industry Experience Required – Full training and mentorship provided. We are seeking dedicated, professional individuals. Students not encouraged to apply.

Our firm is an independent financial advisory partnered with Transamerica, located in Philadelphia. With over 40 years of experience and 30,000 happy clients, we provide retirement and insurance solutions representing companies like Transamerica, Fidelity, Nationwide, and Athene. Join us to help families achieve their financial goals with our motto, 'No Family Left Behind'.

We are searching for motivated, entrepreneurial, and ambitious individuals who are passionate about helping people and possess a high level of integrity. Our training program is virtual, held four times a week, and is available throughout your career. It's recommended to start part-time, with the potential to transition to full-time.

Through our world-class training program and supportive culture, combined with experienced senior mentors, within 30-45 days most new associates have completed state licensing and are interacting with their first clients, building their own teams.

We offer a wide range of financial services, including:

  • 401K and IRA Rollovers

  • Comprehensive Life Insurance Planning

  • Tax-Free Retirement Income

  • Fixed & Indexed Annuities

  • Small Business Protection Plans

  • Long Term Care

  • Wealth Preservation

  • Child Head-start Plans

  • Estate Planning

We Look For:

  • Opportunities for REMOTE Work

  • Lucrative Career Potential

  • Additional Income Streams

  • Entrepreneurial Opportunities

  • Commission, Residual, and Passive Income

  • A Career in the Financial Sector

  • Mentorship and Personal Development

  • Sales Enthusiasts & Relationship Builders

Responsibilities & Training (First 30 Days)

Begin part or full time. Many start on a part-time or referral basis, transitioning into full-time business operation. Expect to spend 10-20 hours weekly starting your career and fulfilling the training program, including:

  • Obtaining Your Life and Health License

  • Weekly Virtual Trainings and Field Experiences

  • Building Your Business Foundation

  • Creating Lead Systems and Business Plans

  • Identifying Initial Clients and Partners

  • Developing Your Professional Brand

Numerous mentors will support your journey as you become independent.

Requirements:

Undergo Background Check

Valid Social Security Number

Minimum age: 18

Integrity and Strong Ethical Compass

Able to Complete Licensing in 30 Days

Apply To This Job

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