Financial Consultant Remote
Financial Consultant Remote
Posted on :
06-06-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
06-06-2025
Job Description
Remote Insurance and amp; Financial Services Agent (Licensed Preferred) Commission-Based Synergy Financial
Location: Remote (U.S. Based)
Employment Type: 1099 Contract Commission-Only
Industry: Financial Services Life Insurance Annuities Wealth Management Consulting
Are You an Entrepreneurial Professional with a Passion for Financial Freedom
Synergy Financial is one of the fastest-growing agencies in financial services and were actively hiring licensed insurance agents financial professionals and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If youre already life and health licensed or hold Series 6 63 65 or 7 licenses or youre seeking a career change into insurance and financial services we want to connect with you.
What We Offer:
Remote work-from-home flexibility control your schedule
Performance-based commissions no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance annuities rollovers living benefits etc.
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets
Key Responsibilities:
Educate families and individuals on life insurance annuities 401(k) rollovers college funding and debt solutions
Consult with clients on retirement strategies legacy planning and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors
Ideal Candidates Have:
An active Life and amp; Health Insurance License (or willingness to obtain one quickly)
Series 6 63 or 65 licenses are a huge plus (but not required)
Sales customer service or consulting experience in financial services
Strong communication and presentation skills
A self-motivated entrepreneurial mindset
Bilingual capabilities (Spanish Tagalog Mandarin etc. a strong asset
Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75000 - $100000 annually for full-time focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.
Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors our national talent screening partner. We are part of a movement to increase financial literacy protect families and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products and were committed to helping people win both as clients and as agents.
Ready to Level Up Your Life and Career
If youre driven coachable licensed and hungry to make a difference this is not just another sales job. Its a calling. Its a career path that rewards performance leadership and impact.
Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.
Keywords for Optimization (Do Not Delete):
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Employment Type
Full Time
Key Skills
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