Job Summary
We are seeking a Remote Retirement Income, Annuities, and Life Insurance Specialist to deliver personalized guidance to affluent clients seeking strategies for long-term financial security, income preservation, and protection planning. In this role, you will assess client needs, present tailored solutions, and provide thoughtful recommendations that align with each client’s retirement and legacy objectives.
Responsibilities
- Advise clients on retirement income strategies, annuities, and life insurance solutions.
- Evaluate client goals and recommend options that support long-term financial security and wealth preservation.
- Build and maintain trusted client relationships through clear communication and ongoing reviews.
- Stay current on relevant regulations, product developments, and industry trends.
- Align recommendations with clients’ broader financial and estate planning objectives.
Requirements
- Experience in financial services, insurance, or retirement planning.
- Knowledge of retirement income products, annuities, and life insurance.
- Strong communication, presentation, and client relationship skills.
- Ability to explain complex financial concepts in a clear, professional manner.
- Relevant licenses or certifications preferred.
Pay: $175,000.00 - $250,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Professional development assistance
- Referral program
- Retirement plan
Application Question(s):
- Are you able to pass a background screening?
- Do you understand this is a 100% uncapped commision role?
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- Life Insurance License (Preferred)
Work Location: Remote
