Remote Financial Professional (1099)

Remote, USA
Posted Jun 13, 2026
Full-time

Transition to Full-time after 6-12 months

Income: Competitive compensation with significant earning potential based on performance

Expected Hours: 10 – 40 hours per week

Benefits: Flexible Schedule, Training, Mentorship, Ownership, Residuals

Schedule: Monday to Friday, with weekends as needed

Work Location: Remote, with a preference for candidates from Philadelphia

Flexible Hours – Set your own schedule

No Industry Experience Required – Full training and mentorship provided. We are seeking dedicated, professional individuals. Students not encouraged to apply.

Our firm is an independent financial advisory partnered with Transamerica, located in Philadelphia. With over 40 years of experience and 30,000 happy clients, we provide retirement and insurance solutions representing companies like Transamerica, Fidelity, Nationwide, and Athene. Join us to help families achieve their financial goals with our motto, 'No Family Left Behind'.

We are searching for motivated, entrepreneurial, and ambitious individuals who are passionate about helping people and possess a high level of integrity. Our training program is virtual, held four times a week, and is available throughout your career. It's recommended to start part-time, with the potential to transition to full-time.

Through our world-class training program and supportive culture, combined with experienced senior mentors, within 30-45 days most new associates have completed state licensing and are interacting with their first clients, building their own teams.

We offer a wide range of financial services, including:

401K and IRA Rollovers

Comprehensive Life Insurance Planning

Tax-Free Retirement Income

Fixed & Indexed Annuities

Small Business Protection Plans

Long Term Care

Wealth Preservation

Child Head-start Plans

Estate Planning

We Look For:

Opportunities for REMOTE Work

Lucrative Career Potential

Additional Income Streams

Entrepreneurial Opportunities

Commission, Residual, and Passive Income

A Career in the Financial Sector

Mentorship and Personal Development

Sales Enthusiasts & Relationship Builders

Responsibilities & Training (First 30 Days)

Begin part or full time. Many start on a part-time or referral basis, transitioning into full-time business operation. Expect to spend 10-20 hours weekly starting your career and fulfilling the training program, including:

Obtaining Your Life and Health License

Weekly Virtual Trainings and Field Experiences

Building Your Business Foundation

Creating Lead Systems and Business Plans

Identifying Initial Clients and Partners

Developing Your Professional Brand

Numerous mentors will support your journey as you become independent.

Requirements:

Undergo Background Check

Valid Social Security Number

Minimum age: 18

Integrity and Strong Ethical Compass

Able to Complete Licensing in 30 Days

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