Financial Agent

Financial Services Associate (Training Provided)Now Expanding – Casa Financial Agency (CFA)

Phoenix, AZ 85012

Location

Hybrid Remote – Phoenix, AZ 85012 Job Type: Full-Time or Part-Time Compensation: 1099 Independent Contractor

About Casa Financial Agency (CFA)

Casa Financial Agency (CFA)

is expanding our team and seeking motivated, growth-minded individuals who are ready to build a rewarding career in the financial services industry.

At CFA, we believe success is built through mentorship, personal development, and serving others. Our mission is to help individuals and families create financial security while providing our team members with the training, support, and leadership needed to grow professionally.

No previous experience is required. We provide comprehensive training, licensing guidance, mentorship, and ongoing support every step of the way.

Our team helps families with

• Life Insurance
• Retirement Planning
• Wealth Protection Strategies
• Financial Education

Your First 90 Days

At Casa Financial Agency, your onboarding experience is designed to help you develop personally, professionally, and financially.

During your first 90 days, you will

• Receive hands-on coaching and mentorship
• Learn life insurance and retirement planning concepts
• Develop leadership and communication skills
• Build confidence serving clients
• Strengthen consistency, discipline, and business skills

This is a growth-focused environment for individuals who are committed to building a meaningful long-term career.

Responsibilities

• Meet with individuals and families to discuss financial goals
• Educate clients on life insurance and retirement solutions
• Conduct financial strategy consultations
• Build lasting client relationships
• Generate and follow up on leads through networking and marketing
• Maintain professionalism and compliance with industry standards
• Grow into future leadership and mentorship opportunities...