Financial Services Associate

FINANCIAL SERVICES ASSOCIATE – REMOTE

JOB SUMMARY

Seeking motivated and coachable individuals interested in building a flexible career in financial services.

In this role, you will help individuals, families, and business owners better understand strategies designed to protect their income, prepare for the future, and work toward long-term financial security.

This fully remote opportunity offers full-time, part-time, and referral-based options. It may be an excellent fit for career changers, parents returning to the workforce, licensed insurance professionals, or individuals looking to develop an additional source of income without immediately leaving their current position.

Previous financial-services experience is not required. Licensing guidance, training, mentorship, and ongoing professional development are available.

WHAT YOU’LL DO

• Meet with prospective clients virtually or in person to discuss their financial goals, priorities, and protection needs
• Educate clients about available life-insurance and financial-protection strategies
• Help clients explore solutions based on their individual circumstances and goals
• Learn and apply concepts involving life insurance, tax-advantaged strategies, and retirement preparation
• Build professional relationships through education, warm-market connections, and referrals
• Participate in weekly training and professional-development sessions
• Work with experienced mentors to strengthen your knowledge, communication skills, and business-building abilities
• Use established systems and support tools to manage client relationships and business activities
• Follow applicable licensing requirements, company policies, and industry regulations

WHY THIS MAY BE A GREAT OPPORTUNITY

• Begin part-time while maintaining your current job or other responsibilities
• Work remotely and create a schedule that fits your availability
• Receive step-by-step licensing and onboarding guidance
• Participate in live weekly training through Zoom
• Receive personalized mentorship and ongoing team support
• Develop valuable communication, financial-services, and business-building skills
• Choose a full-time, part-time, or referral-based path
• No required lead purchasing or traditional cold calling
• Learn a consultative approach centered on education and relationship-building
• Grow according to your personal goals, consistency, activity, and results

WHAT WE’RE LOOKING FOR

• Motivated and disciplined individuals who are serious about professional growth
• Dependable, coachable people who are willing to learn
• Strong communicators who enjoy helping and educating others
• Self-starters who value flexibility, independence, and purpose-driven work
• Professionals who maintain strong personal and ethical standards
• Individuals willing to complete licensing requirements and participate in ongoing training

QUALIFICATIONS

• Must be at least 18 years old
• Must reside in the United States and be legally eligible to work in the U.S.
• Must be willing to undergo a background check in accordance with applicable laws and regulations
• Must currently hold an active life insurance license or be willing and able to obtain one before conducting licensed business
• Previous experience in insurance, sales, customer service, education, or financial services is helpful but not required

WHAT WE OFFER

• Flexible full-time, part-time, and referral-based options
• Fully remote working environment
• Flexible scheduling
• Licensing guidance for qualified candidates
• Weekly virtual training
• Personalized mentorship and team support
• Business-development resources and established systems
• Access to professional tools and ongoing education
• Opportunities for professional growth and advancement

BENEFITS

• Flexible schedule
• Work from home

APPLICATION QUESTIONS

• Are you willing to undergo a background check in accordance with applicable laws and regulations?
• Do you currently hold an active life insurance license, or are you willing and able to obtain one before performing licensed work?
• Are you interested in a full-time, part-time, or referral-based opportunity?

WORK LOCATION

Remote

Pay: $50,000.00 - $125,000.00 per year

Education:

• High school or equivalent (Required)

Work Location: Remote