Entry Level Life Agent - No Experience Required (Remote)
About the position
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, and Giving Entrepreneurs the Training & Experience Necessary to Build Their Business. With TRILLIONS of dollars moving through the financial industry annually, we provide expert strategies to help clients make informed financial decisions. 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. All through Zoom, 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.
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 days (if not already licensed)
,
Work independently while leveraging training and mentorship from industry professionals
Requirements
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)
Nice-to-haves
Benefits
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
Apply Now
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, and Giving Entrepreneurs the Training & Experience Necessary to Build Their Business. With TRILLIONS of dollars moving through the financial industry annually, we provide expert strategies to help clients make informed financial decisions. 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. All through Zoom, 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.
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 days (if not already licensed)
,
Work independently while leveraging training and mentorship from industry professionals
Requirements
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)
Nice-to-haves
Benefits
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
Apply Now