Financial Services Professional

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Must be at least 18 years old and a US Citizen or Permanent Resident., Possess or be willing to obtain state licenses for financial services., Driven, humble, coachable, and committed to ethical practices., No specific educational background required, but a willingness to learn is essential..

Key responsibilities:

  • Work as an independent advisor assisting clients with life and health insurance, retirement, and wealth building solutions.
  • Manage your own schedule and choose to work part-time or full-time.
  • Collaborate with a supportive team and receive personal mentorship and training.
  • Access warm leads without the need for cold calling.

Karlo Financial logo
Karlo Financial Fintech: Finance + Technology Startup https://karlofinancial.com/
11 - 50 Employees
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Job description

Job Description:

Are you seeking financial security, a flexible schedule and the ability to work remotely? Whether you’re looking to support your family or generate income to achieve complete financial independence, this role might be the perfect fit for you! We are looking for dynamic individuals to join our team as an Independent Financial Services Professional and enjoy the freedom of working remotely in one of the most stable, lucrative industries—financial services.

About Us:
We’re an organization focused on helping individuals achieve time and financial freedom. With comprehensive training, a supportive team culture, and no sales quotas, you’ll experience a unique work environment where you’re valued as an integral business partner, not just a number.

Responsibilities:

  • Work as an independent advisor, helping clients who have requested assistance with solutions for life & health insurance, retirement, college savings, mortgage protection, debt elimination and wealth building
  • Access to warm leads —no cold calling necessary
  • Collaborate with a supportive team, personal mentorship and receive hands-on training
  • Manage your own schedule, work part-time or full-time with the opportunity to build your own business if desired

Highlights:

  • Flexible Schedule: Work part-time (15-20 hours/week) or full-time (35-45 hours/week)
  • No Caps on Income: Potential earnings range from $2,500-$5,000+ per month part-time, or $7,000-$12,000++ per month full-time.
  • No Access Fees: No franchise fees, membership dues, or sales quotas
  • Multiple monthly, quarterly and annual bonus opportunities
  • Growth-Oriented Team: Receive regular coaching, recognition, and opportunities for advancement
  • Benefits: Health insurance, equity opportunities, frequent raises, and luxury trip incentives

This Role MAY BE For You If You’re:

  • Driven to achieve beyond average
  • Humble, coachable, and willing to learn
  • Committed to ethical practices and helping others
  • Possess or willing to obtain state licenses

This Role Is NOT For You If You’re Looking For:

  • A traditional 9-5 office based work environment
  • A get-rich-quick scheme.
  • A Boss or Manager to control your time
This role requires an applicant to be at least 18 years old, US Citizen, or Permanent Resident and the ability to pass a comprehensive background check.

Our most successful team members have transitioned from many different careers and diverse backgrounds. Here, they’ve discovered a career that provides financial growth, personal fulfillment, and freedom.

Contact: Richard Osterhoudt phone: 407-505-7484;  email. [email protected]
For an immediate interview book here: https://scheduler.zoom.us/richard-osterhoudt/initial-recruit-interview

Required profile

Experience

Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Time Management
  • Collaboration
  • Coaching

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