Financial Professional (Remote)| Flexible Schedule | Training & Mentorship Provided

 Posted 2 days ago
     
0-2 years experience
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AI Summary

Meet with clients to identify financial goals and educate them on protection planning and retirement strategies. Build a professional practice through networking, referrals, and community outreach while working with mentors.

Are you looking for a career that offers flexibility, professional development, and the opportunity to help individuals and families improve their financial future?

Our growing team is seeking motivated individuals interested in building a career in financial services. Whether you’re exploring a career change, returning to the workforce, or looking for an opportunity to develop a long-term professional practice, we provide the training, mentorship, and support needed to help you succeed.

No prior financial services experience is required. We provide education, coaching, and access to industry-leading resources to help you develop professionally.


What You’ll Do

  • Meet with individuals and families to help identify financial goals and priorities
  • Educate clients on protection planning, retirement strategies, and financial concepts
  • Build and maintain long-term client relationships
  • Participate in training, mentorship, and professional development programs
  • Develop your business through networking, referrals, and community outreach
  • Work alongside experienced mentors while building your own practice


Who We’re Looking For

  • Self-motivated and growth-oriented individuals
  • Strong communicators who enjoy helping others
  • Coachable professionals willing to learn new skills
  • Individuals comfortable working independently and remotely
  • Sales, customer service, management, education, healthcare, or client-facing experience is helpful but not required
  • Individuals interested in personal and professional development


Requirements

  • Must be willing to obtain a state Life & Health Insurance License (guidance provided)
  • Must be legally authorized to work in the United States
  • Must be able to pass any licensing requirements applicable to the position


What We Offer

  • Flexible schedule (part-time or full-time)
  • Remote work environment
  • Structured training and mentorship
  • Access to leading financial services carriers and providers
  • Professional development opportunities
  • Leadership and advancement opportunities
  • Performance-based compensation


If you’re looking for a meaningful career helping others while building a flexible professional practice, we’d love to connect with you.

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