If you've wanted to get into financial services but didn't know where to realistically start, this role is a legitimate entry point — no finance degree required, no prior licensing exam knowledge needed on day one. Starting From Zero, By Design You'll work with families who've already requested help understanding their life insurance coverage options, guided by full training and a mentorship program built specifically for people without a financial services background. Every lead is warm — nobody here is cold calling, ever. Onboarding starts with fundamentals: how life insurance products actually work, how to have a genuine conversation about financial protection, and how to close a policy once a family has made their decision. From there, a mentor supports you through your first live calls, and access to more than 60 carrier partnerships means you're matching clients to real fit rather than pushing a single product regardless of relevance.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed