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Synergy Financial Jobs in Georgia (NOW HIRING)

Strong financial modeling and valuation skills: DCF, comparable company analysis, precedent transactions, synergy modeling, scenario analysis * Ability to assess strategic fit, competitive position ...

Provide analytical support for M&A activity, including valuation support, financial modeling, diligence analysis, synergy assessment, and integration-related planning * Manage the business case ...

Corporate FP&A Manager

Alpharetta, GA · On-site

$95 - $130/hr

Provide analytical support for M&A activity, including valuation support, financial modeling, diligence analysis, synergy assessment, and integration-related planning* Manage the business case ...

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Synergy Financial information

What is a Synergy Financial?

A Synergy Financial job typically refers to a role within a financial services company that focuses on providing investment, insurance, or financial planning solutions. These positions may include financial advisors, analysts, or customer service representatives who help clients manage their financial goals. Employees in these roles often work with individuals or businesses to develop strategies for wealth management, risk assessment, and financial growth. The company may also emphasize teamwork and collaboration to create effective financial solutions.

What does a typical day look like for someone working at Synergy Financial?

A typical day at Synergy Financial involves conducting financial analyses, meeting with clients to review their financial goals, and preparing reports or recommendations tailored to client needs. You’ll often collaborate with colleagues from different departments, such as investment advisors, tax specialists, and customer service representatives, to ensure a holistic approach to client financial wellbeing. The work environment is dynamic and team-oriented, and you may spend part of your day researching market trends or staying current on financial regulations. This structure allows you to continually develop your expertise and provides ample opportunity for career progression within the organization.

What are the key skills and qualifications needed to thrive in the Synergy Financial position, and why are they important?

To thrive in a Synergy Financial role, you typically need a solid background in finance or accounting, analytical skills, and a relevant degree or certification. Familiarity with financial analysis software, CRM platforms, and regulatory compliance tools is important. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial information clearly are valuable soft skills in this position. These abilities help ensure client satisfaction, sound financial advice, and effective teamwork within a fast-paced financial services environment.

Infographic showing various Synergy Financial job openings in Georgia as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

Life and Health Insurance Agent

Decatur, GA • Remote

Synergy Financial
11 - 50 employees

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted yesterday

New


Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting




✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.





???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets





???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors





???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset





???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.





???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.





???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!

Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract