What are the responsibilities and job description for the Financial Assistant position at Elite Wealth Group LLC?
Job Description – Financial Assistant
Create Impact. Build Wealth. Change Lives.
We are looking for ambitious Financial Assistants who are ready to step into the growing financial services industry. In this role, you’ll work directly with clients to provide financial education and guide them toward protecting their families through life insurance solutions. You’ll also have the opportunity to build your own business, create a flexible lifestyle, and grow long-term income streams.
This is a commission-only (NO SALARY OR HOURLY PAY) role with first-year commissions, lifetime renewals, and performance-based bonuses. Your income potential is limitless—driven by your efforts and the clients you serve.
Why Financial Services, Why Now?
Our mission is to bring financial literacy and protection to underserved communities across America. As a Financial Assistant, you’ll play a vital role in empowering families to secure their legacies while building a business that gives you freedom, flexibility, and financial growth.
What You’ll Do:
- Assist clients in understanding life insurance and financial protection options.
- Provide financial education to help families make informed decisions.
- Guide clients through applications and policy selections.
- Build relationships and maintain a client portfolio.
- Continue developing your knowledge through training, mentorship, and company resources.
What You Get:
- Compensation: Competitive first-year commissions, lifetime renewals, and bonus opportunities.
- Ownership: You own your book of business and income stream.
- Training & Support: Proven systems, mentorship, and resources to help you succeed.
- Flexibility: Work from anywhere and design your own schedule.
- Growth: Start part-time or full-time, with the ability to scale your business as big as you want.
What We’re Looking For:
- Entrepreneurial spirit and self-motivated mindset.
- Strong communication skills and professionalism.
- Willingness to obtain a state insurance license (we provide guidance).
- Integrity, passion for helping others, and a results-driven attitude.
- Ability to thrive in a commission-only, independent contractor (1099) role.
Job Types: Full-time, Part-time, Contract
Benefits:
- Flexible schedule
- On-the-job training
- Professional development opportunities
- Referral program
- Long-term income through renewals and bonuses
Supplemental Pay:
- Commission pay
- Bonus opportunities
If you want a career where you control your schedule, income, and impact—this is your opportunity to break into the financial services industry as a Financial Assistant.
Sincerely,
McCall Terry
Elite Wealth Group
Director of Finance
501-908-5000