Remote Financial Services Consultant (1099 / Independent Contractor)
About the Role
We are expanding our financial services practice and seeking motivated professionals dedicated to helping individuals and families achieve long-term financial security. Whether you are transitioning careers, re-entering the workforce, or looking for a scalable independent path with professional growth, this remote role provides structured mentorship and a clear pathway to success.
This is a flexible, remote 1099 independent contractor position with part-time, full-time, and referral-based options available.
Key Responsibilities
Client Consultation: Conduct virtual or in-person consultations to assess client needs and define financial goals.
Financial Education: Educate clients on foundational concepts, including protection planning, retirement strategies, and risk-management options.
Advisory Support: Leverage established proprietary systems, tools, and direct mentorship to guide client recommendations.
Professional Development: Complete ongoing education to maintain deep product knowledge and refine advisory skills.
Leadership Development (Optional): Advance into management roles to mentor and support incoming team members.
Ideal Candidate Profile
Relationship-Driven: Exceptional interpersonal and communication skills with a passion for helping others.
Entrepreneurial Mindset: Highly self-motivated, disciplined, and comfortable operating with schedule flexibility.
Background Diversity: Welcomes career changers, early-career professionals, military spouses, and transitioning service members.
Qualifications & Requirements
Must be at least 18 years of age and legally authorized to work in the United States.
Ability to pass a standard criminal background check.
Willingness to study for and obtain a state Life & Health Insurance License (comprehensive preparatory training and sponsorship support are provided).
Highly coachable, eager to learn, and disciplined.
What We Provide
Work Environment: A 100% remote-first operational structure with flexible scheduling.
Licensing & Training Support: Full onboarding, structured study programs, and licensing guidance.
Growth & Mentorship: Ongoing leadership development and a collaborative team culture.
Streamlined Operations: No cold calling or required out-of-pocket lead purchasing.
Compensation Structure
Commission-Based (Uncapped): Earnings are directly tied to your activity level, licensing status, and client engagements. Because this is a 1099 independent contractor role, there is no base salary; however, income potential is fully scalable based on your personal effort and business growth.
Why this update works:
Clarity on Compensation: Explicitly addresses the 1099 structure and commission-only model so candidates understand the earnings mechanics upfront.
Professional Positioning: Elevates the language from generic recruiting terms to structured advisory terminology ("consultation," "practice," "advisory support").
Transparent Requirements: Clearly presents the licensing prerequisite as an actionable step supported by the firm's training programs.