Remote Entry‑Level Financial Services Associate – Licensed Insurance & Wealth‑Planning Consultant (Full‑Time, Part‑Time or Referral Partner)
About the Opportunity – Join a Leading Remote Financial Services Team
Do you envision a career where you can make a meaningful impact on families, small‑business owners, and individuals while working from the comfort of your own home? Our rapidly expanding financial services firm is seeking motivated, entrepreneurial‑spirit individuals to join our remote workforce as Entry‑Level Financial Services Associates. Whether you are looking for a full‑time career, a flexible part‑time role, or a referral partnership that fits around an existing job, this position offers a clear pathway to professional growth, industry‑leading commissions, and the chance to become a licensed financial professional without prior experience.
We partner with top‑rated (A+) insurance carriers and financial institutions across the United States and Canada. Our mission is to empower clients with tax‑free wealth‑building strategies, legacy planning, and comprehensive risk protection—all delivered through a supportive, technology‑driven, 100 % remote platform. If you are eager to learn, passionate about helping others achieve financial freedom, and ready to build a sustainable income stream, this is the perfect launchpad for your career.
Why Choose a Remote Financial Services Role?
- Flexibility: Choose a schedule that works for you—6‑10 hours per week for part‑time, or a full‑time commitment, or a referral partnership that lets you leverage existing networks.
- No Up‑Front Experience Required: Our comprehensive onboarding and mentorship program equips you with every skill you need to succeed.
- Competitive Earning Potential: Earn $1,500 – $5,000+ per month through a performance‑based commission structure, with no cap on upside.
- Career Advancement: Obtain a Life & Health Insurance license, become a certified financial advisor, and progress to senior consulting or leadership roles.
- All‑Digital Workplace: Conduct client meetings via Zoom, manage leads in a CRM, and receive daily training—all from a home office.
Key Responsibilities – What You’ll Do Every Day
- Client Financial Need Analysis (FNA): Conduct thorough assessments of client goals, risk tolerance, and financial situations to recommend tailored solutions.
- Product Placement: Match clients with appropriate financial products, including life insurance, annuities, debt‑management services, and estate‑planning tools.
- Lead Generation & Prospecting: Leverage warm and cold market leads provided by the company; apply proven prospecting techniques under the guidance of a dedicated “Field Trainer.”
- Regulatory Compliance: Study for, obtain, and maintain the required State Life & Health Insurance license; adhere to all industry and company compliance standards.
- Relationship Management: Build trust‑based, long‑term relationships with families, entrepreneurs, and business owners, acting as their go‑to financial resource.
- Collaboration with Legal & Tax Teams: Work alongside in‑house attorneys and tax specialists to develop comprehensive estate‑planning and wealth‑preservation strategies.
- Performance Tracking: Monitor key metrics—lead conversion rates, policy closures, client satisfaction—and adjust tactics to exceed targets.
- Continuous Learning: Participate in daily training sessions, webinars, and certification courses to stay current on product innovations and industry trends.
Essential Qualifications – What We Require
- Must be at least 18 years of age and legally authorized to work in the United States, Puerto Rico, or Canada.
- Ability to pass a background check (no felonies) and obtain a U.S. Social Security Number.
- Willingness and ability to study for and pass the required State Life & Health Insurance licensing exam(s). The company will provide study materials, exam fees, and mentorship throughout the licensing process.
- Reliable high‑speed internet connection, a functional computer, and a quiet, private space for client calls.
- Strong communication skills (both verbal and written) and a professional, courteous demeanor on video calls.
Preferred Qualifications – Give Yourself an Edge
- Previous experience in customer service, sales, or banking environments.
- Demonstrated leadership, public speaking, or entrepreneurial experience.
- Familiarity with financial software, accounting tools, or CRM platforms (e.g., Salesforce, HubSpot).
- Basic understanding of insurance products, wealth‑building concepts, or personal finance.
- Ability to work independently, manage time effectively, and maintain a self‑motivated work ethic.
Core Skills & Competencies for Success
- Active Listening: Ability to hear client concerns, ask probing questions, and provide empathetic solutions.
- Analytical Thinking: Assess financial data, identify gaps, and craft actionable plans that align with client goals.
- Persuasive Communication: Clearly explain complex insurance and financial concepts in layman's terms.
- Tech Savvy: Comfortable using Zoom, digital document signing tools, and cloud‑based CRM systems.
- Goal‑Oriented Mindset: Set personal performance targets and pursue them consistently.
- Integrity & Ethics: Uphold the highest standards of honesty, confidentiality, and fiduciary responsibility.
Professional Development & Career Growth
Our organization believes in nurturing talent from the ground up. As a new associate, you will be paired with an experienced Field Trainer who will guide you through the first months, teaching you how to:
- Generate and qualify leads.
- Conduct effective client interviews and needs analyses.
- Navigate the licensing process efficiently.
- Close policies and manage post‑sale client relationships.
Once licensed, you will have access to tiered advancement tracks:
- Senior Associate: Higher commission brackets, mentorship of junior agents, and specialized product focus.
- Team Lead / Manager: Oversee a regional team, drive recruitment, and receive performance‑based bonuses.
- Product Specialist: Deep‑dive expertise in niche areas such as indexed annuities, legacy planning, or high‑net‑worth client services.
- Corporate Leadership: Opportunities to move into strategic roles within the company’s national operations.
All advancement milestones are accompanied by additional training, certifications, and increased earning potential. We also sponsor attendance at industry conferences, webinars, and continuing‑education programs to keep you at the forefront of financial innovation.
Work Environment & Company Culture
Our remote workforce is bound together by a shared purpose: empowering people to achieve financial freedom. This purpose is reflected in our core values:
- Integrity: Transparent, honest, and trustworthy interactions with clients and teammates.
- Education: Commitment to lifelong learning for both staff and customers.
- Collaboration: Open communication channels, virtual team huddles, and peer‑to‑peer support.
- Innovation: Adoption of cutting‑edge technology to enhance client experience.
- Community: Regular virtual social events, charitable initiatives, and a culture of giving back.
Because we operate 100 % remotely, we have built a digital ecosystem that fosters connection:
- Weekly Video Huddles: Share wins, troubleshoot challenges, and celebrate milestones.
- Real‑Time Chat Channels: Instant access to trainers, compliance officers, and product experts.
- Performance Dashboards: Visualize personal metrics, set goals, and track progress.
- Recognition Programs: Quarterly awards for top producers, most improved agents, and community champions.
Compensation, Perks & Benefits
We understand that financial security is a two‑way street. While the exact earnings will vary based on effort, sales performance, and client retention, here is a general overview of what you can expect:
- Base Compensation: Competitive monthly draw ranging from $1,500 to $5,000, designed to provide stable income during the ramp‑up period.
- Commission Structure: Unlimited, performance‑based commissions on every policy sold; top performers routinely exceed six‑figure annual earnings.
- Licensing Support: Paid exam fees, study materials, and a dedicated liaison to ensure you obtain and maintain your insurance license.
- Technology Stipend: Quarterly allowance for home‑office equipment, high‑speed internet, and software subscriptions.
- Health & Wellness: Access to voluntary health, dental, and vision plans (eligible after 90 days of service).
- Retirement Savings: Optional 401(k) with company match after one year of continuous employment.
- Paid Time Off (PTO): Flexible vacation days to recharge, plus paid holidays.
- Professional Development: Tuition reimbursement for industry certifications, access to an online learning library, and mentorship programs.
- Community Impact: Opportunities to volunteer through company‑sponsored financial‑literacy workshops and charitable drives.
Application Process – How to Get Started
We have streamlined our hiring steps to get you into your home office as quickly as possible:
- Submit Your Application: Complete the short online form and answer the sponsorship question (if applicable).
- Initial Screening Call: A quick 15‑minute conversation to discuss your background, motivations, and availability.
- Virtual Interview: In‑depth discussion with a hiring manager and a senior associate to explore the role, culture, and growth pathway.
- Background & Licensing Review: Provide required documentation; our compliance team will guide you through the licensing roadmap.
- Onboarding & Training: Begin an intensive 4‑week training curriculum featuring product education, sales techniques, and technology onboarding.
- Launch Your Career: Receive your first set of leads, start client outreach, and begin earning commissions.
We aim to keep the process transparent, supportive, and as swift as possible—most successful candidates are fully onboarded within three weeks of their application.
Ready to Transform Lives and Your Own?
If you are a self‑starter who thrives in a remote environment, is eager to become a licensed financial professional, and wants to build a rewarding, high‑earning career, we want to hear from you. Take the first step toward financial empowerment—for yourself and for the families you’ll serve.
Apply today and start shaping a brighter financial future.
We Want to Hear From You!
If this role sounds like a perfect fit, don’t hesitate. Click the link below, submit your application, and let’s build the future together.
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