Independent Strategic Partner Financial Services (1099)

Position Type: Independent Advising Contractor (1099)

Compensation: Upfront commissions on accounts established, plus ongoing trails and renewals

Location: Remote / Hybrid (as applicable)

Overview

Cirkal Financial Services is seeking serious, entrepreneurial minded professional individuals to join our firm as Strategic Partners. This role is designed for anyone who is motivated, who wants the ability to truly control their own schedules, who wants to make their annual salary on a monthly basis, who aren't afraid of challenges, who understands what it means to go through a licensing process, and who doesn't need to be micro-managed.
If you are willing to put in the time to learn the system and go through the licensing process you will be able to attain TRUE FINANCIAL FREEDOM!

As a "Strategic Partner", you will work collaboratively with licensed agents of Cirkal Financial Services while learning how to establish and manage client relationships, grow assets and policies under management, while building sustainable recurring revenue.

Are you currently employed or do you currently work 1099 or run a business and have income? Reason being, you will usually spend $500 in your first year in Finance, for federal and local background checks, fingerprints, licensing, continuing education, errors and omissions, proper attire and a professional photo. All are tax write-offs, but the initial cost is still there before we reimburse you.

Key Responsibilities

Shadow agents to learn how to Develop, establish, and manage new client accounts aligned with Cirkal Financial Services standards.

Shadow agents to learn how to Provide professional guidance on Insurance planning, Investment planning, Estate planning, Debt and savings solutions all based on client needs.

learn how to Build and maintain long-term client relationships to support renewals and ongoing trail compensation

Collaborate strategically with Cirkal Financial Services leadership on growth initiatives and market opportunities

Maintain compliance with all applicable state, federal, and regulatory requirements

Uphold the firm’s standards of ethics, professionalism, and client-first service

Compensation Structure

Upfront compensation paid for each account or policy established
Ongoing trails and renewals for retained and renewing business
No salary or hourly pay; Compensation is production-based

Licensing & Qualifications

Active 2-15 Life & Health Insurance License or Securities licenses
Series 6, 7, 63, 65, or 66

Proven experience in insurance, financial services, wealth management, customer service or related fields

Entrepreneurial mindset with the ability to operate independently

Strong communication, relationship-building, and sales skills

High level of integrity, accountability, and self-motivation

What Cirkal Financial Services Offers

Strategic partnership model not a traditional employee role
Competitive upfront compensation with long-term recurring income
Flexibility to build and manage your own book of business
Supportive, growth-oriented firm culture
Opportunity to scale income while maintaining independence and freedom

Ideal Candidate

This opportunity is ideal for anyone who:
Want to work for themselves and build a BIG Business!
Needs a lead source for clients and business partners
Want control over their income and schedule
Are seeking long-term residual income, not just one-time commissions
Value partnership, transparency, and sustainable business growth