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Entry Level Financial Services Professional (Flexible and Fully Remote)

Remote · Philippines Full-time

About the Role

We’re expanding and seeking motivated individuals who want the freedom to build their own client base while being supported by a collaborative, values-driven team. As a Financial Professional, you’ll help clients create personalized strategies for achieving their short- and long-term financial goals. This is a remote, performance-based compensation opportunity with flexible hours — ideal for individuals who value autonomy, mentorship, and meaningful impact.

Responsibilities

  • Educate clients on key financial concepts and strategies
  • Build long-term relationships with individuals, families, and small businesses
  • Guide clients on topics such as retirement, insurance, and wealth-building
  • Utilize modern fintech tools to manage and grow your client base
  • Participate in continuous mentorship and professional development

Qualifications

  • Entrepreneurial mindset with a passion for helping others
  • Strong integrity, professionalism, and communication skills
  • Self-motivated, organized, and goal-oriented
  • Works well independently and collaboratively within a team
  • Interest in personal finance (experience helpful but not required)
  • Must have or be willing to obtain a Life & Health Insurance License (training provided)
  • Must be a U.S. resident or citizen

What You’ll Gain

  • Flexible schedule — build your business around your life
  • Mentorship and leadership development
  • Supportive, collaborative team environment
  • Commission-based compensation with incentive opportunities
  • Long-term pathway to grow a sustainable client base

Additional Details

  • Expected Hours: 10–40 hours per week (flexible)
  • Training & Licensing Support: Provided
  • Work Setting: Remote (U.S. only)

Job Types: Full-time, Part-time Benefits:

  • Flexible schedule
  • Work from home

Application Question(s):

  • Are you a legal resident of the United States?

Work Location: Remote Pay: $60,000.00 - $175,000.00 per year Benefits:

  • Flexible schedule
  • Professional development assistance
  • Referral program

Work Location: Remote

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