Finance Associate jobs in United States
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Experior Financial Group · 1 day ago

Finance Associate

Experior Financial Group is one of the fastest‑growing financial agencies in North America, known for its agent‑first model and transparent leadership. The Finance Associate role offers a flexible, remote opportunity to help families build stronger financial futures while providing the training and mentorship needed to succeed.

Financial ServicesInsuranceLife Insurance
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Growth Opportunities
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Hiring Manager
Victor Hitt
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Responsibilities

Meet with clients virtually (Zoom/phone)
Complete financial needs analyses
Recommend suitable insurance and protection solutions
Submit applications and deliver policies
Build a referral‑based practice
Follow a proven 90‑day launch plan
Optional: develop and lead a team for additional compensation

Qualification

Life & Health licenseFinancial needs analysisInsurance solutionsVirtual communicationCoachablePassion for helpingSelf-motivation

Required

Must obtain a Life & Health license (we guide you through it)
Must pass a background check
Must be authorized to work in the U.S
No prior financial experience required — training provided

Benefits

Free training, mentorship, and support
Access to top carriers (multiple solutions for clients)
Clear advancement path with leadership overrides
Equity opportunities for qualified associates

Company

Experior Financial Group

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Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Debra F. Davis
CEO of Rise Ujamaa Inc.
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Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
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Company data provided by crunchbase