About the role
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).