[Hiring] Financial Services Associate REMOTE USA
Position: Financial Services Associate
Date Posted: September 12, 2025
Industry: Financial Services / Insurance / Wealth Management
Employment Type: 1099 Independent Contractor (Part-time or Full-time · Remote)
Experience: suitable for early-career professionals, career changers, and mid-career candidates)
Qualification: Must obtain state Life & Health license; training/support provided; interest in securities licensing is a plus
Salary: $15 to $20 Hourly
Location: Orlando, United States , REMOTE
Company: Jade Ventures
Description:
About the Role
Join Jade Ventures as a remote Financial Services Associate and help individuals and families make informed financial decisions. This role is ideal for people-focused individuals who want flexibility and the chance to build a client book while receiving training and mentorship. No prior financial industry experience is required, but candidates must be willing to obtain a state Life & Health insurance license.
Key Details
- Flexible scheduling: choose part-time or full-time hours.
- Fully remote role conducted via Zoom.
- Engagement type: 1099 independent contractor — commission-based with uncapped earning potential.
- Licensing: must obtain state Life & Health license; support and training offered.
- Referral options available for those who choose not to pursue licensing.
- Contractors provide their own equipment (laptop, internet).
Responsibilities
- Educate clients on retirement planning, rollovers, investments, life insurance, annuities, and college savings strategies.
- Guide clients through financial choices and help them implement plans that meet their goals.
- Participate in weekly virtual training, coaching, and ongoing professional development.
- Build and maintain trusting client relationships through consistent follow-up and service.
- Track leads and client activity, and collaborate with the team on best practices.
Preferred Skills & Background
- Experience in customer service, sales, marketing, or leadership is advantageous.
- Strong verbal communication and active listening skills.
- Self-motivated, coachable, and comfortable with a performance-driven compensation model.
- Willingness to learn new systems and financial concepts.
Compensation
- Commission-only pay structure with no cap on earnings.
- Performance-based income — top performers can potentially earn $10,000+ per month depending on effort and results.
Why Join Us
- Flexible, autonomous work with meaningful client impact.
- Comprehensive training, ongoing mentorship, and pathways for growth.
- Remote-first culture that supports career changers and new entrants to the industry.
- Equal Opportunity Employer encouraging applicants from all backgrounds.
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