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Financial Services Rep | Leadership and Business Development

Synergy Financial

Job Location:

Lone Tree, CO - USA

Monthly Salary: Not provided by the employer

Posted: 10 September 2026 (10 days ago)

Application Deadline: 8 December 2026

Vacancies: 1 Vacancy

Job Summary

Financial Services Representative Leadership & Business Development

Opportunity Type: Independent Contractor (1099)

Schedule: Part-Time or Full-Time Path

Location: Remote / Hybrid U.S. Based

Experience: No financial services experience required

Licensing: Licensing and/or securities registrations required for certain activities

Build More Than a Career. Build a Business.

We are looking for growth-minded coachable high-performing individuals who want more than a traditional sales role.

This opportunity is designed for people interested in developing themselves in financial services entrepreneurship client education business development and leadership.

Through the World Financial Group (WFG) platform qualified and appropriately licensed/registered individuals may have the opportunity to develop a financial services business while helping individuals and families better understand their financial options.

For individuals interested in expanding their professional capabilities there may also be opportunities to pursue additional licensing and registrations and when appropriately registered and affiliated access additional financial services through Transamerica Financial Advisors (TFA).

This is not a salaried corporate position. It is an independent performance-based business opportunity for people willing to learn develop professionally build relationships and take ownership of their results.

What Youll Develop

Depending on licensing registration appointments and applicable requirements activities may include:

Educating individuals and families on foundational financial concepts
Helping clients identify financial priorities and protection needs
Building long-term professional relationships
Developing prospecting communication presentation and client-service skills
Learning financial services products and strategies available through the appropriate affiliated companies
Participating in ongoing training mentorship and professional development
Building a personal client base
Developing business-building and leadership skills
Mentoring and developing others as you become qualified to do so
Pursuing additional licenses and registrations for expanded financial-services opportunities

Were Looking for High-Performance Mindsets

You do not need to come from the financial industry.

Were more interested in who you are willing to become than what your current résumé says.

Strong candidates tend to be:

Ambitious and goal-oriented
Entrepreneurial and self-motivated
Coachable and willing to learn
Comfortable communicating with people
Consistent and accountable
Interested in financial literacy and personal development
Motivated by performance rather than hourly compensation
Interested in building something of their own
Open to leadership and team development
Willing to complete required licensing training and compliance requirements

Professionals with backgrounds in sales education management entrepreneurship athletics military service customer service real estate healthcare technology or other performance-driven environments may transition well into this opportunity.

Licensing & Professional Development

Certain financial-services activities require applicable licenses registrations appointments and approvals.

Candidates who are not currently licensed must be willing to complete applicable licensing requirements before conducting activities that require a license.

Individuals interested in expanding into additional areas of financial services may have the opportunity to pursue applicable securities registrations and affiliation with Transamerica Financial Advisors (TFA) subject to qualification sponsorship where applicable registration approval and regulatory requirements.

Existing financial-services licenses or registrations may be valuable but are not required to explore the opportunity.

Compensation

This is an independent contractor opportunity with performance-based compensation not a salaried or hourly position.

Compensation varies based on factors including licensing and registration status products and services offered production experience business activity and other applicable compensation requirements.

There is no guaranteed level of income or business success.

Qualified individuals may also become eligible for additional compensation associated with leadership and business development subject to applicable company policies licensing contractual and regulatory requirements.

Why People Explore This Opportunity

Flexible part-time or full-time business-building path

Remote and hybrid opportunities

Training and mentorship

Professional licensing and development

Financial education and client-impact focus

Performance-based growth

Leadership development

Opportunity to build a client base

Potential to develop and mentor a team

Pathway to pursue broader financial-services capabilities through appropriate licensing and registration

This May Be a Fit If...

Youre not simply looking for another job.

Youre looking for an opportunity where your development discipline leadership and performance matter.

You want to learn the financial industry help families make more informed financial decisions develop valuable professional skills and potentially build a business and leadership organization over time.

If youre competitive coachable entrepreneurial and willing to put in the work wed like to meet you.

Important Disclosure

This posting describes an independent business opportunity and is not an offer or guarantee of employment income securities registration licensing promotion or business success. Financial-services activities are subject to applicable licensing registration appointment supervision company and regulatory requirements. Securities and investment advisory activities where applicable may only be conducted by appropriately registered individuals through an authorized broker-dealer and/or investment adviser and in accordance with applicable policies and regulations.