Remote Life Agent - No Experience Required

Remote
Part Time to Full Time
Entry Level
Location: Remote | Work from Home

Job Type: Part-Time or Full-Time

About Us:
We are a financial services firm dedicated to helping individuals, families, and business owners build and protect their financial future. We specialize in:
  • Retirement Planning (401(k) Rollovers, IRAs, Investment Accounts)
  • Life Insurance and Income Protection
  • College Savings Plans and Business Financial Solutions
  • Mortgage Loan Origination
  • Helping Entrepreneurs Build Their Business
With TRILLIONS of dollars moving through the financial industry annually, we provide expert strategies to help clients make informed financial decisions.

Opportunity Overview:
As a Remote Financial Services Representative/Life Agent, you will play a key role in educating clients and offering financial solutions tailored to their needs. This is a flexible, remote opportunity with unlimited earning potential. You will have the opportunity to advance quickly and build and create your own brokerage within the firm. We will provide the blueprint necessary to achieve success and achieve it quickly. Must live within the United States and be authorized to work here. This is a 1099, not a W2 opportunity.

Key Responsibilities:
  • Educate clients on financial strategies, including investments, insurance, and retirement planning
  • Assist individuals and families in developing personalized financial plans
  • Conduct client consultations and provide recommendations based on their goals
  • Attend 3-5 weekly mentorship zoom meetings
  • Begin the coursework and become life licensed within 20-30 days (if not already licensed)
  • Work independently while leveraging training and mentorship from industry professionals
Who We Are Looking For:
  • Self-motivated individuals with an entrepreneurial mindset
  • Strong communication and relationship-building skills
  • Ability to work independently in a remote environment
  • A background in customer service, sales, or business development is a plus, but not required
  • Willingness to obtain financial licenses (training, guidance and course provided)
  • Team builder
What We Provide:
  • A Competitive Performance-based Compensation Package with High Earning Potential
  • Zoom Training & Bonus program
  • Ongoing Support & Mentorship System to Ensure Success
  • Opportunities For Quick Advancement Within
  • E & O Coverage Included
  • No Quotas
This opportunity is ideal for individuals seeking a career shift, additional income, or a leadership role in financial services.

Apply now to schedule an interview and learn more about building a career in financial services.
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