Financial Services Associate

Nova Financial Partners

  • 23 days ago
  • Remote
  • $60,000–$85,000 Per Year
  • Contractor

Highlights

We’re searching for individuals who are: Excited to help families, individuals, and businesses achieve their financial goals — including retirement, education, and investment planning. We welcome applicants from all backgrounds — no prior experience is required, as full training and mentorship are provided.

Numbers & Facts

Location (
Remote
)
Job TypeContractor
Salary$60,000–$85,000 Per Year

Description

Who We Search For:

We welcome applicants from all backgrounds — no prior experience is required, as full training and mentorship are provided. We’re searching for individuals who are:

Excited to help families, individuals, and businesses achieve their financial goals — including retirement, education, and investment planning

Driven to grow into leadership and management roles (we promote exclusively from within)

Ready to participate in a structured, professional training program

Dedicated, reliable, and motivated to succeed in a rewarding industry

COMPENSATION:

Uncapped 1099 / Production based income (one client may result in $2,500 compensation and another may be $20,000)

Residual Income (paid every year at anniversary date)

Uncapped Business Development Income

Leadership Bonuses

Paid world-class travels, and more...

Job Responsibilities

Conduct needs-based consultations with individuals, families, and business owners to understand their financial goals and concerns

Educate clients on retirement planning, life insurance, annuities, and other financial protection strategies

Present customized solutions from our carrier partners (Nationwide, Athene, Fidelity & Guarantee, Prudential, John Hancock, and others) that align with each client's needs

Guide clients through the application and enrollment process, ensuring accuracy and compliance with industry regulations

Maintain regular follow-up with clients to review policies, address questions, and identify additional planning opportunities

Participate in ongoing training sessions, licensing coursework, and mentorship meetings to build product knowledge and sales skills

Track client interactions, pipeline activity, and policy status using company-provided CRM tools

Collaborate with mentors, team leads, and colleagues to share best practices and support overall team goals

Stay current on industry trends, carrier product updates, and relevant financial services regulations

As experience grows, support the training and onboarding of new team members and contribute to leadership development initiatives

Qualifications

  • 18 years of age or older
  • Clean background
  • Authorized to work in the United States
  • Must reside in the United States
  • Strong communication skills
  • Ability to work independently and as part of a team
  • Excellent communication skills
  • Detail-oriented, dependable, and organized
  • Team player who also works well independently
  • Capable of managing multiple responsibilities efficiently
  • Professional attitude with a positive mindset under pressure
  • Willingness to obtain state life & health insurance license (training provided)

Benefits

Flexible Schedule, Employee Events

About Company

About Us:

Our organization has been a trusted leader in the financial services space for many years and continues to grow at a rapid pace. We operate as an independent, non-captive general agency, working closely with some of the most respected companies in the industry, including Nationwide, Athene, Fidelity & Guarantee, Prudential, John Hancock, and others.

According to recent reports from the U.S. Department of Labor, careers in financial services are among the fastest-growing in the nation. With so many individuals and families seeking guidance on retirement and long-term financial stability, our mission to provide education and customized solutions has never been more important.

Our firm stands out through its educational, client-focused approach, providing a wide range of strategies and products that help clients make confident decisions about their financial future.

What We Provide:

A supportive and collaborative culture that values growth

Comprehensive mentorship and hands-on training from experienced professionals

Remote work flexibility — work from anywhere

Part-time and full-time positions available

Clear paths for career advancement and long-term stability

A flexible schedule that fits your lifestyle

 

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