Overview
We’re looking for motivated, coachable individuals who want to build a long-term career in financial services—not just find another job.
This is a performance-based, entrepreneurial opportunity where you’ll work directly with individuals and families to help them make smarter financial decisions and build lasting security.
If you value flexibility, growth, and uncapped income potential, this role offers a clear path to both.
What You’ll Do
• Meet with clients (virtually) to understand their financial goals and concerns
• Develop personalized strategies around:
• Retirement planning
• Tax-efficient strategies
• College funding
• Insurance and wealth protection
• Educate clients so they can make confident financial decisions
• Build and maintain long-term client relationships
• Continuously develop your knowledge through training and mentorship
Who This Is a Good Fit For
This role tends to attract and reward:
• Career changers ready for a more meaningful and scalable career
• Former educators, coaches, or leaders who enjoy helping people
• Sales or service professionals who want to control their income
• Self-starters who are comfortable with performance-based pay
• Individuals looking to eventually build their own client base or practice
What We’re Looking For
• Strong communication and people skills
• High level of integrity and professionalism
• Self-discipline and motivation (this is not a clock-in/clock-out role)
• Willingness to learn and be coached
• Ability to work independently while staying connected to a team
Preferred (Not Required)
• Bachelor’s degree or some college experience
• Background in customer service, sales, or financial services
• Life & Health Insurance License (or willingness to obtain within 30–60 days)
What We Offer
• Comprehensive training and ongoing mentorship
• Flexible, remote work environment
• Weekly team development and support sessions
• Multiple income streams:
• Commissions
• Residual income
• Bonuses and incentives
• Clear path for advancement into leadership
Important Compensation & Licensing Details
This is a 100% commission-based role, designed for individuals who want uncapped income potential tied directly to their performance.
• Realistic first-year earnings range from $50,000 to $100,000+, depending on effort, consistency, and licensing
• Assistance is provided for obtaining your Life & Health Insurance License
• Candidates should expect to make a small personal investment toward licensing costs
Why This Opportunity Stands Out
Unlike traditional jobs, this role offers:
• Control over your schedule
• No income ceiling
• The ability to build a long-term book of business
• A chance to make a meaningful impact in people’s financial lives
Job Types: Full-time, Part-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
• Flexible schedule
• Professional development assistance
Education:
• High school or equivalent (Preferred)
License/Certification:
• Life & Health Insurance License (Preferred)
Work Location: Remote