Benefits
Job description
Remote Sales & Financial Professional
Financial Professionals (Remote | Full-Time or Part-Time)
We’re currently expanding and seeking motivated individuals who want the freedom to build their own client base while being supported by a values-driven team and ongoing mentorship.
About the Role:
As a Financial Professional, you’ll educate clients on key strategies to help them reach their short- and long-term financial goals. This is a remote, commission-based position with flexible hours — ideal for those who value autonomy, personal development, and client impact.
Ideal Candidate:
● Entrepreneurial spirit with a passion for helping others
● Values freedom, flexibility, and a strong ethical foundation
● Enjoys learning about personal finance (experience welcome but not required) ● Works well independently and thrives in a collaborative team environment ● Self-motivated with strong follow-through and communication skills ● Highly ambitious
What You’ll Do:
● Learn and apply financial concepts and strategies tailored to clients' needs ● Build long-term relationships with individuals, families, and small businesses ● Educate clients on retirement, insurance, and wealth-building strategies ● Leverage modern fintech tools to streamline your business
● Participate in ongoing mentorship and training opportunities
What You’ll Gain:
● Flexible schedule (build around your life)
● Mentorship and leadership development
● Strong, collaborative team culture
● Commission income with performance bonuses
● Pathway to build a lasting book of business
Additional Details:
● Job Type: Full-time or Part-time (independent contractor / 1099)
● Expected Hours: 1–40 hours per week
● Location: Remote (U.S. only)
● Compensation: Commission with additional incentive opportunities Requirements:
● Must have or be willing to obtain a Life & Health Insurance License (we provide guidance through the licensing process)
● Must be a USA Resident or Citizen
● Positive attitude and strong personal integrity
● Eagerness to learn and grow in a dynamic industry
● Coachable and open to constructive feedback
● Team player with a collaborative mindset
● High ambition and a drive to go above and beyond the norm
More information
Minimum education level
High school or equivalent
Experience level
Entry-level or graduates
Job skills
Financial Analysis
Investment Strategies
Client Relationship Management
Market Research
Regulatory Compliance
Retirement Planning
TeamBuilding
Illustration software
Certifications
Producers License
Background check
Health License
Advantage Brokers
At Advantage Brokers, we help individuals and businesses take smart steps toward their financial goals. Backed by decades of combined industry experience, our team delivers expert guidance with a personalized, client-first approach. We partner with top-rated financial institutions nationwide to offer a wide range of insurance and financial solutions. Headquartered in California, we serve clients across the U.S. through secure meetings—both virtually and in person. Our mission is to build lasting relationships and design strategies tailored to your unique needs. Whether you're planning for retirement, protecting your family, or preparing your business for the future — we’re here to help you move forward with confidence.
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