About the Opportunity
Are you looking for a flexible, work-from-home career with unlimited income potential?
We are seeking motivated, coachable, and entrepreneurial individuals to join our expanding financial services team. As a Remote Financial Services Representative, you will educate individuals, families, and business owners on life insurance and financial protection solutions while building your own business with the support of an experienced leadership team.
This is an independent contractor (1099) opportunity and does not offer a traditional hourly wage or W-2 salary. Your income is based on commissions, bonuses, incentives, and residual income earned through your production.
Whether you are already licensed or looking to become licensed, we provide comprehensive training, mentorship, business support, and access to qualified leads to help you grow your business.
Responsibilities
- Meet with clients virtually or in person to identify their financial protection needs.
- Educate clients on life insurance, retirement strategies, income protection, and legacy planning.
- Recommend solutions tailored to each client’s financial goals.
- Follow up with qualified leads provided by the company, while also developing your own referral and networking pipeline.
- Build and maintain long-term client relationships.
- Maintain accurate client records and assist clients throughout the application process.
- Participate in virtual training sessions, team meetings, and ongoing professional development.
- Conduct business with integrity, professionalism, and a client-first mindset.
Qualifications
- Must be at least 18 years of age.
- Authorized to work in the United States.
- Excellent communication and interpersonal skills.
- Self-motivated with an entrepreneurial mindset.
- Ability to work independently in a remote environment.
- Sales, customer service, or business experience is helpful but not required.
- Bilingual candidates are encouraged to apply.
- Life Insurance License preferred but not required. Licensing assistance is available for qualified candidates.
What We Offer
- 100% Remote / Work From Home
- Flexible Full-Time or Part-Time Schedule
- Qualified leads provided to help you build your client base*
- Comprehensive Training Program
- One-on-One Mentorship
- Business Development Coaching
- Performance-Based Promotions
- Access to Multiple A-Rated Insurance Carriers
- Marketing and Business Development Support
- Residual Income Opportunities
- Performance Bonuses
- Leadership Development
- Incentive Trips and Recognition Programs
- Opportunity to Build Your Own Agency
- Unlimited Income Potential
*Lead availability may vary based on business needs, licensing status, market availability, and production requirements.
Pay: $50,000.00 - $100,000.00 per year
Benefits:
Work Location: Remote
