Financial Services Partner — Flexible, Long-Term Business Opportunity

Posted 2 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Needs to hire 5 Freelancers
Summary

We are seeking motivated professionals interested in building a long-term partnership in the financial services industry. In this role, you will help individuals, families, and small-business owners better understand their financial options and develop strategies related to protection, retirement planning, wealth accumulation, education funding, and long-term financial security. Partners work with established life insurance, annuity, and financial services providers to connect clients with solutions aligned with their needs, priorities, and financial goals. This opportunity may be a strong fit for someone who: * Has a growth mindset and a genuine desire to help others * Enjoys learning about personal finance, insurance, retirement, and business development * Is self-motivated, ethical, coachable, and committed to delivering results * Communicates well and is comfortable building professional relationships * Is interested in developing an additional income stream or building a long-term financial services business Experience in financial planning, insurance, investments, sales, consulting, education, or relationship-based business development is preferred but not required. Training, mentorship, professional development, and support with the licensing process may be available for qualified candidates. This is an independent, performance-based partnership opportunity rather than a traditional salaried position. Compensation is based on licensed activities, client solutions, and business development results. Candidates must be willing to complete applicable licensing, background-check, and compliance requirements before conducting regulated financial services activities. We are especially interested in professionals who value integrity, continuous learning, personal growth, and making a meaningful difference in the financial lives of others.

  • $125.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Customer Service
Communications
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:2 weeks ago
  • Interviewing:
    2
  • Invites sent:
    21
  • Unanswered invites:
    15
About the client
Member since Aug 5, 2026
  • United States
    7:30 AM

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