REMOTE FINANCIAL SERVICES REPRESENTATIVE – LICENSED & Unlincensed

Remote | Flexible Schedule | Mentorship & Training Provided | Part-Time or Full-Time

We’re an established financial services team expanding our licensed representative division. We’re hiring strong communicators who are analytical, coachable, and motivated to help clients make smarter financial decisions. This role is suited for individuals seeking a professional, commission-based position in life insurance and retirement planning—with full training provided.

WHO WE’RE LOOKING FOR

Licensed agents looking for a supportive, well-resourced platform

Non-Licensed Entry-level applicants seeking a long-term career path in financial services

Great communicators with a problem-solving mindset

Professionals seeking flexible remote work with real growth potential

WHAT WE DO

Our licensed representatives educate and assist clients with:

Life insurance solutions (Term, IUL, Final Expense)

Retirement income strategies (Indexed products, annuities)

Business owner protection plans (Key Person, Buy-Sell)

Debt elimination and wealth preservation

You will receive full training on our client consultation process, presentation systems, and product recommendations.

TRAINING & LICENSING SUPPORT

Not yet licensed? No problem—we assist with the entire state licensing process.

A one-time $199 investment is required to enroll in a state-approved life insurance course and licensing program. This goes directly to the licensing provider, not us.

Already licensed? You’ll receive onboarding, platform access, mentorship, and client presentation training as part of our team.

WE ARE LICENSED WITH ALL 50 STATES AND MORE!

COMPENSATION

Commission-based: typically, $500–$2,000 per client

Residual income from renewals

Bonus incentives based on performance

Leadership opportunities for those interested in mentoring others

This is a 1099 commission-only role. Representatives are paid directly by the carriers.

WHY JOIN US

Flexible remote schedule (set your own hours)

Professional development and financial education

Supportive team culture with daily mentorship calls

Access to proprietary systems and national partnerships

NEXT STEPS

Apply now, Set your interview time and availability, then prepare for your Zoom Interview.

Join a platform where your efforts translate into real professional growth and client impact.

Benefits:

Financial planning services

Flexible schedule

Work Location: Remote