Financial Strategy Coach

Pay: $105,000 - $179,000 per year

Full job description

Life Insurance Agent/Broker

(NO COLD CALLING)

Are you driven, service -oriented, and ready to start a rewarding career in the financial services industry—without the pressure of cold calling? We’re looking for motivated individuals to join our team as Entry-Level Insurance Brokers, where you’ll receive hands-on training, warm leads, and mentorship every step of the way.

About Us:

We’re a mission-driven insurance agency focused on helping families and individuals protect their futures through tailored life, retirement and health insurance solutions. With our proven training system and supportive team environment, you’ll gain the skills and confidence to thrive—whether you’re brand new to the industry or looking for a fresh start.

What You’ll Do:

• Work with pre-qualified, warm leads (no cold calling required)
• Consult with clients to understand their insurance needs and goals
• Recommend customized life, health, and supplemental insurance options
• Educate clients on coverage benefits, affordability, and long-term value
• Maintain client relationships and accurate records using CRM tools
• Participate in ongoing training and development to grow your expertise

What We Offer:

• No Experience or License Required – Full training provided
• Licensing Assistance – We’ll help you get licensed if you’re not already
• Warm Leads Provided – Focus on building relationships, not chasing leads
• Flexible Schedule – Remote and in-office options available
• Mentorship & Support – One-on-one coaching from experienced leaders
• Unlimited Earning Potential – Commission-based with bonuses and promotions

Qualifications:

• Strong communication and interpersonal skills
• Self-motivated with a desire to learn and grow
• Coachable and team-oriented
• Basic computer skills; CRM experience is a plus
• Life & Health License is a plus, but NOT required

Ready to build a meaningful career and help others secure their financial future? Apply now to join a team that invests in your growth and success from day one.

Job Types: Full-time, Part-time

Pay: $105,000 - $179,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• Are you aware this is a 1099 position and requires you to get licensed ?
• Are you aware this will require an investment of $199-250 to get licensed ?

Ability to Commute:

• Plano, TX 75024 (Required)

Work Location: Hybrid remote in Plano, TX 75024

Benefits:

• Flexible schedule
• Work from home

Pay: $105,000.00 - $179,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Professional development assistance
• Vision insurance

Work Location: Hybrid remote in Plano, TX 75024