“Success Alliance is seeking motivated Finance Associates to help clients with insurance, retirement, and wealth planning. This is a commission-only opportunity with unlimited earning potential, full training, and flexible remote work.”

Financial Associate

Company: Success Alliance
Job Type: Independent Contractor (Commission Only)
Location: Remote / Flexible

About Us

Success Alliance helps individuals and families protect their future, plan for retirement, and build financial stability. We provide training, mentorship, and tools to help our associates grow a successful career in financial services.

Role Overview

As a Finance Associate, you’ll work directly with clients to understand their needs and recommend financial strategies. You’ll be representing products and services in insurance, retirement, and wealth planning. This role is performance-driven and suited for entrepreneurial professionals looking for flexibility and growth.

Responsibilities

• Build relationships with new and existing clients

• Present financial solutions that align with client goals

• Educate clients on insurance, investment, and planning options

• Generate business through prospecting, referrals, and networking

• Stay informed on financial products and industry trends

What We Offer

• Comprehensive training & development programs

• Ongoing mentorship and team support

• Flexible schedule & remote work opportunity

• Entrepreneurial career path with leadership potential

Compensation

This is a commission-only role. Earnings are based on individual sales performance, with unlimited income potential.

Qualifications

• Strong interpersonal and communication skills

• Entrepreneurial drive and self-motivation

• Ability to manage your own schedule and goals

• No prior financial experience required — training provided

• Insurance license (or willingness to obtain) is a plus