Financial Advisor Jobs

About The Position

Requirements

• Active life insurance license, an inactive license willing to be reactivated, OR current work in financial services with willingness to obtain a license (company contributes $100 toward the course).
• Current U.S. residency and work authorization.
• Must be 18+ years old.
• Ability to pass a background check.
• Professional communication skills.
• Client-first mindset.

Nice To Haves

• Established life insurance agent seeking better compensation, carrier options, or a lead platform.
• Hold an active or reactivatable life license and looking for part-time work with warm leads and flexible hours.
• Financial advisor, wealth manager, or CFP currently referring life insurance business.

Responsibilities

• Leverage existing client relationships to offer life insurance products.
• Utilize a proprietary warm lead platform to connect with interested families.
• Work with multiple top-rated carriers to find suitable products for clients.
• Manage contracting, case management, and utilize the provided CRM and tech platform.
• Option to pursue a leadership track by building and managing a team.
• Maintain professional communication and a client-first mindset.

Benefits

• Multiple top-rated carriers
• Proprietary warm lead platform
• Competitive comp with uncapped commissions and advances
• Residual renewal income
• Full back-office support (contracting, case management, tech platform, CRM)
• Health, dental, and vision benefits (available full-time and part-time)
• Optional leadership track with override income
• 100% remote work