Financial Associate

The Role:

As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position.

You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio of clients over time.

This role can be structured part-time or full-time. There is no requirement to leave your current position. Many advisors begin on a flexible basis and scale as they grow.

Key Responsibilities:

• Conduct client discovery meetings (virtual)

• Present insurance and investment solutions tailored to client needs

• Assist clients with applications and onboarding

• Build and manage your own client portfolio

• Participate in ongoing training and development sessions

• Develop referral and client acquisition strategies

Work Structure:

• 100% remote

• Flexible schedule

• Independent contractor position

• Performance-based compensation

Ideal Profile:

• Strong communication and interpersonal skills

• Comfortable speaking with clients and building relationships

• Self-motivated and performance-driven

• Open to obtaining required insurance and financial licenses

• Entrepreneurial mindset required

Previous experience in sales, finance, customer service, or business development is helpful but not mandatory.

What’s on Offer:

• Fully remote opportunity

• Flexible part-time or full-time structure

• No income cap

• Commission-based compensation with performance incentives

• Structured training and mentorship

• Clear pathway to scale income and leadership opportunities

Compensation:

• This is a 100% commission-based opportunity. There is no base salary. Income is directly tied to performance, production, and client portfolio growth.