Overview
This is a full-time, remote Retirement Planning Advisor role with full training. The families you work with are usually thinking about something difficult: what happens to their children if something happens to them, whether they will outlive their savings, or how a spouse would manage. They do not need a pitch; they need someone who will slow down and walk them through it.
You will hold 15 to 25 scheduled conversations each week with families who requested information, submit applications with those who decide to move forward, and follow up with people who need more time. The role includes real training, team coaching, and one-on-one mentorship.
What You'll Do
- Hold 15 to 25 scheduled conversations each week with families who requested information
- Run discovery conversations and present options without overwhelming people
- Submit applications with people who decide to move forward
- Follow up with people who need more time
- Attend a weekly team coaching call and a one-on-one with your mentor
- Keep notes, CRM updates, and scheduling current
What We're Looking For
- Able to explain retirement and protection products in plain language (taught in training)
- Patience to slow down and listen
- Willingness to trust the process rather than reinvent it
- Open to a structured 30/60/90-day ramp
- Suited to career-changers, returning parents, recent grads, and people leaving retail, food service, or hourly roles
What's Offered
- Real training that ramps over the first 90 days
- Team coaching calls and one-on-one mentorship
- Refined conversation and follow-up frameworks
- Flexible scheduling
- Performance-based earnings
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
Work Location: Remote
