This is a remote position.
As a Licensed Financial Consultant, you will consult with clients who have requested information about financial protection options. You’ll assess needs, educate clients clearly and ethically, and guide them through a compliant decision-making and enrollment process.
This is a consultative role focused on long-term client value, not a scripted call-center position.
This role is designed for professionals who want their income and growth to reflect their effort and effectiveness. High performers are supported, recognized, and given opportunities to take on greater responsibility over time.
Meet with clients virtually who have requested information
Conduct needs-based financial protection consultations
Explain coverage options clearly and professionally
Assist clients through the application and enrollment process
Maintain organized follow-up and client communication
Manage your workflow independently in a remote environment
An active life insurance license, or the ability to obtain one promptly
Strong communication and listening skills
Professional, consultative approach
Self-motivated and comfortable working remotely
Coachable and open to ongoing training and feedback
Reliable internet and phone access
100% remote work environment
Inbound client demand provided
Flexible schedule with performance accountability
Performance-based compensation with uncapped earning potential
Structured onboarding, training, and ongoing mentorship
Clear advancement opportunities for top performers
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