| Location | (Remote) |
| Job Type | Contractor |
| Salary | $60,000–$85,000 Per Year |
Who We Search For:
We welcome applicants from all backgrounds — no prior experience is required, as full training and mentorship are provided. We’re searching for individuals who are:
Excited to help families, individuals, and businesses achieve their financial goals — including retirement, education, and investment planning
Driven to grow into leadership and management roles (we promote exclusively from within)
Ready to participate in a structured, professional training program
Dedicated, reliable, and motivated to succeed in a rewarding industry
COMPENSATION:
Uncapped 1099 / Production based income (one client may result in $2,500 compensation and another may be $20,000)
Residual Income (paid every year at anniversary date)
Uncapped Business Development Income
Leadership Bonuses
Paid world-class travels, and more...
Conduct needs-based consultations with individuals, families, and business owners to understand their financial goals and concerns
Educate clients on retirement planning, life insurance, annuities, and other financial protection strategies
Present customized solutions from our carrier partners (Nationwide, Athene, Fidelity & Guarantee, Prudential, John Hancock, and others) that align with each client's needs
Guide clients through the application and enrollment process, ensuring accuracy and compliance with industry regulations
Maintain regular follow-up with clients to review policies, address questions, and identify additional planning opportunities
Participate in ongoing training sessions, licensing coursework, and mentorship meetings to build product knowledge and sales skills
Track client interactions, pipeline activity, and policy status using company-provided CRM tools
Collaborate with mentors, team leads, and colleagues to share best practices and support overall team goals
Stay current on industry trends, carrier product updates, and relevant financial services regulations
As experience grows, support the training and onboarding of new team members and contribute to leadership development initiatives
About Us:
Our organization has been a trusted leader in the financial services space for many years and continues to grow at a rapid pace. We operate as an independent, non-captive general agency, working closely with some of the most respected companies in the industry, including Nationwide, Athene, Fidelity & Guarantee, Prudential, John Hancock, and others.
According to recent reports from the U.S. Department of Labor, careers in financial services are among the fastest-growing in the nation. With so many individuals and families seeking guidance on retirement and long-term financial stability, our mission to provide education and customized solutions has never been more important.
Our firm stands out through its educational, client-focused approach, providing a wide range of strategies and products that help clients make confident decisions about their financial future.
What We Provide:
A supportive and collaborative culture that values growth
Comprehensive mentorship and hands-on training from experienced professionals
Remote work flexibility — work from anywhere
Part-time and full-time positions available
Clear paths for career advancement and long-term stability
A flexible schedule that fits your lifestyle
