About the Opportunity
We’re expanding our financial services team and are looking for motivated individuals interested in building a flexible career helping individuals and families work toward their financial goals.
This is an entry-level opportunity designed for individuals who want professional development, mentorship, and the ability to build a long-term career. No prior industry experience is required. We provide training, support, and guidance to help you develop the skills needed for success.
This opportunity may be a fit for individuals seeking:
A career transition or additional income opportunity
Flexible scheduling (part-time or full-time)
Professional growth and leadership development
A career focused on helping others
What You’ll Do
Meet with individuals and families virtually to discuss financial priorities and goals
Educate clients on protection planning, retirement strategies, and financial concepts
Help clients identify potential gaps and opportunities within their financial plans
Build long-term relationships through ongoing communication and support
Participate in mentorship, training, and professional development programs
Develop your business through networking, referrals, and community outreach
Who We’re Looking For
You may be a strong fit if you:
Enjoy working with and helping people
Communicate effectively by phone and video
Are coachable and open to learning new skills
Are self-motivated and dependable
Are interested in long-term career development
Have experience in customer service, sales, management, education, healthcare, or another client-facing field (helpful but not required)
Training & Support
Structured onboarding process
Ongoing mentorship from experienced professionals
Weekly educational workshops and training sessions
Professional development opportunities
Leadership advancement based on performance
Compensation & Schedule
Performance-based compensation
Flexible schedule (part-time or full-time)
Remote work environment
Independent contractor opportunity
Next Steps
Qualified applicants will be invited to a brief introductory conversation to:
Learn more about the opportunity
Review the training and mentorship structure
Determine whether the position is a good fit
Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided).