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Financial Consultant Remote

Financial Consultant Remote

JaglogicAlbuquerque, New Mexico, USA
10 days ago
Job type
  • Full-time
  • Remote
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) :

Remote insurance jobs licensed insurance agent annuities financial advisor jobs Series 6 Series 63 financial services careers commission-based jobs remote financial consultant entrepreneurial opportunity insurance recruiter remote sales life insurance sales financial planning wealth management jobs 1099 financial agent virtual insurance agent work-from-home sales financial literacy jobs career in insurance commission-only financial services insurance broker virtual financial advisor securities licensed agent jobs.

Key Skills

Sales Experience,Direct Sales,Hyperion,Financial Services,Financial Concepts,Banking,Oracle EBS,Securities Law,Peoplesoft,Oracle,Financial Management,Workday

Experience : years

Vacancy : 1

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Financial Consultant • Albuquerque, New Mexico, USA

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