About this position

Are you seeking flexible, remote work with purpose and long-term growth? We're partnering with individuals who want to launch a career in the financial services industry—serving everyday families with financial education, retirement guidance, and income protection strategies.

No prior experience is required. We provide all training, mentorship, and licensing support to help you succeed.

What You’ll Be Doing:

Conduct virtual consultations via Zoom to discuss client needs and goals
Share financial education and tools related to debt strategies, income protection, and retirement planning
Follow structured training programs to learn financial concepts and client communication
Work closely with mentors and team leaders to develop your skills and confidence

Schedule Options:

Part-Time: 6–15 hours/week to start, based on your availability
Full-Time: Option to expand hours as you progress and gain experience

This role is fully remote and ideal for those who want autonomy and flexibility.

What You Receive:

Comprehensive training and onboarding process (no experience required)
Ongoing mentorship and live skill-building sessions each week
Support in obtaining your state life & health insurance license
Opportunity for advancement into leadership tracks and additional responsibilities
Consistent performance recognition, incentive programs, and team support

Best Fit For:

Career changers seeking a meaningful, education-focused role
Stay-at-home parents or professionals desiring time freedom
Military spouses, community leaders, or service-minded individuals
People who are coachable, dependable, and ready to grow

Requirements:

Must be 18+ years old
Must live in the U.S., Puerto Rico, or Canada
Must have a valid Social Security Number
Must pass a background check (no felonies)
Willing to complete pre-licensing and obtain a state-issued license (support provided)