Financial Consultant (Remote)

Synergy Financial
Irvine, CA

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime

This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.

Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:

  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity

At Synergy Financial, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation

This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement

If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!

Industry Type(s): Independent Consulting and Financial Services

Employment Type: Contract

Industry

  • Business Consulting and Services

Employment Type

Contract

TAGS :

Remote Sales Jobs, Financial Services, Insurance Broker, Insurance Agent, Leadership Experience, Commission-Based, High Ticket Sales, Work From Home, 1099, Sales, Business Development, Customer Service, Account Management, Data Analytics, Financial Consulting, 401k Rollover, Retirement Specialist, Life Insurance,

Posted 2026-06-12

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