Build Strong Client Relationships
Guide and support clients as they explore life-changing financial solutions
Lead Virtual Consultations
Deliver professional, engaging presentations that demonstrate value and build trust
Customize Financial Plans
Help clients protect their future with products like Indexed Universal Life (IUL), annuities, and life insurance—tailored to their unique needs
Close Sales with Confidence
Work warm, pre-qualified leads—no cold calling—and exceed your personal sales goals.
Stay Organized
Track interactions and maintain accurate, compliant client records
Requirements
A natural communicator who thrives on helping others
Self-motivated, disciplined, and results-driven
Energized by challenges and big goals
Passionate about financial literacy and changing lives
Additional Instructions
Build Strong Client Relationships
Guide and support clients as they explore life-changing financial solutions
Lead Virtual Consultations
Deliver professional, engaging presentations that demonstrate value and build trust
Customize Financial Plans
Help clients protect their future with products like Indexed Universal Life (IUL), annuities, and life insurance—tailored to their unique needs
Close Sales with Confidence
Work warm, pre-qualified leads—no cold calling—and exceed your personal sales goals.
Stay Organized
Track interactions and maintain accurate, compliant client records
Perks and Benefits
100% remote—work from anywhere
Premium, vetted leads provided (no prospecting or cold calls!)
Ongoing coaching, mentorship, and support
Access to health & life insurance options
The freedom of a 1099 position with uncapped commission
