Financial Professional
crowned legacy groupOklahoma City, OK
Financial Professional
crowned legacy groupOklahoma City, OK
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries
Insurance Agencies and BrokeragesMiscellaneous IntermediationPortfolio Management and Investment AdviceAbout the role
Financial Professional Financial Professional — Remote | Part-Time or Full-Time
Location: Remote
Schedule: Flexible | Part-Time or Full-Time
Experience: Entry-Level — Training Provided
Compensation:
1099 Independent Contractor | Commission-BasedAre you looking for a flexible career opportunity where you can develop professional skills, work directly with families, and learn the financial services industry? Our growing financial services agency is looking for motivated, coachable individuals interested in building experience in financial education, client relationships, and financial services.
What You'll Do: As a Financial Professional, you will learn how to:
- Meet with individuals and families virtually to understand their financial goals
- Educate clients on financial concepts and available strategies
- Help clients understand options for life insurance, retirement planning, wealth accumulation, and financial protection
- Build and maintain professional client relationships
- Participate in ongoing training, mentorship, and professional development
- Develop communication, leadership, and business-building skills
- No Financial Experience Required
- You do not need a finance degree or previous financial-services experience.
- We provide training and mentorship to help the right candidates learn the industry and develop the skills necessary to work with clients.
- Because this is a regulated industry, candidates who choose to move forward will be required to obtain the appropriate state insurance license before conducting licensed business. Guidance and training are provided throughout the licensing process.
- Who We're Looking ForThis opportunity may be a good fit for students, recent graduates, career changers, or working professionals who are:
- Coachable and willing to learn
- Comfortable communicating with people
- Self-motivated and dependable
- Interested in financial education and helping families
- Looking for a flexible opportunity they can build around school, work, or family commitments
- Interested in developing leadership and entrepreneurial skills
- ScheduleThis is a remote opportunity with a flexible schedule. Candidates may begin part-time and have the ability to grow their business based on their individual goals and availability.
- Important Compensation Information
- This is an independent contractor (1099) opportunity, not a salaried or hourly employee position.
- Compensation is commission-based and is earned from completed business. There is no guaranteed salary, hourly wage, PTO, or traditional employee benefits.
- Full compensation details, licensing requirements, expectations, and the business model are reviewed before a candidate makes a decision to move forward.
Next Step:
Selected applicants will be invited to a brief virtual interview/business overview where we can learn more about you, explain the opportunity, and determine whether there is a mutual fit. If you're looking for a flexible way to gain professional experience, develop valuable financial knowledge, and potentially build a long-term career in financial services, we'd love to connect.
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JOB OVERVIEW
Experience level
Junior
Location
Oklahoma City, OK
Occupation
Personal Financial Advisors
Industry
Insurance Agencies and Brokerages
Posted
yesterday
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