Financial Sales Representative

Job Description

Job Description

Financial Sales Representative — Own Your Income. Own Your Time. Change Lives.

Ready to trade a predictable desk job for unlimited earnings, real autonomy, and the chance to transform clients’ financial futures? Join a boutique firm as an independent 1099 Financial Sales Representative and build a business that pays you what you’re worth.

What’s irresistible about this role

• Uncapped commission — your income grows with your hustle.
• Residuals — earn ongoing income from the relationships you build.
• Enhanced commission tiers — hit production goals and accelerate payouts.
• Bonuses & training stipend — get paid to ramp up and rewarded for performance.
• 1099 sole proprietor model — set your schedule, run your practice, control your brand.

Your impact

• Guide clients through financial planning that changes their life trajectory — debt relief, retirement security, legacy planning, and more.
• Build long-term relationships and make measurable differences in people’s futures.

What you’ll do

• Prospect, cultivate, and close new client relationships.
• Deliver consultative financial solutions tailored to client goals.
• Maintain compliance and excellent client service.
• Grow recurring revenue and manage your book for long-term residuals.

Who you are

• Sales-driven, consultative communicator with a client-first mindset.
• Licensed or willing to obtain industry licenses (Series/State as applicable) — certifications like CFP/ChFC a plus.
• Self-motivated entrepreneur who thrives with flexibility and responsibility.
• Prior experience in financial services, recruiting-to-sales transitions, or relationship sales is valued.

We provide

• Structured onboarding, marketing support, CRM, and compliance backbone so you can focus on selling.
• Nationally-ranked training program with support from your mentors, and joint-work advisors so you can learn on the job.
• Clear compensation plan with transparency on residuals and accelerators.

This is more than a job — it’s your business with the backing you need to win. If you want uncapped upside, real flexibility, and the chance to change lives through financial planning, let’s talk.

Job Types: Full-time, Contract

Benefits:

• Disability insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Work from home

Ability to Commute:

• Mount Laurel, NJ 08054 (Preferred)

Work Location: Hybrid in Mount Laurel, NJ 08054