Remote Financial Educator

Job Summary

Co Life Solutions is expanding its national remote team and is looking for motivated professionals who enjoy educating others, solving problems, and building meaningful client relationships.

As a Remote Financial Educator, you'll help individuals and families strengthen their financial future through personalized guidance focused on protection, retirement preparation, and wealth-building strategies. Rather than simply selling products, you'll serve as an educational resource, helping clients understand the options available to support their long-term financial goals.

Whether you're transitioning from another profession or already have experience in consulting, education, sales, healthcare, or business development, we provide the systems, coaching, and mentorship necessary to build a successful practice.

What You'll Do:

• Conduct virtual and/or in person consultations with prospective clients
• Analyze financial priorities and identify protection opportunities
• Educate clients on life insurance, retirement planning, and wealth accumulation concepts
• Recommend appropriate financial protection solutions based on client needs
• Build lasting client relationships through exceptional service
• Develop referral partnerships and professional networks
• Participate in weekly coaching, training, and leadership development
• Operate within state licensing and industry compliance standards

Why Professionals Join Co Life Solutions:

• 100% remote opportunity
• Flexible scheduling
• Uncapped commission-based income
• Performance bonuses and incentive programs
• Comprehensive onboarding and ongoing mentorship
• Leadership advancement opportunities
• Collaborative team environment
• Professional development resources
• Opportunity to build a long-term business and recurring Compensation
• Commission-based
• Monthly performance incentives
• Full-time and part-time opportunities
• Income potential based on production and performance

Benefits:

• Flexible schedule (part-time or full-time)
• Remote work
• Licensing support and training
• Professional branding and compliance infrastructure

Education Requirement:

• No degree required
• Must be willing to obtain a state life insurance license (support provided)

Pay: From $40,000.00 per year

Benefits:

• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program

License/Certification:

• Do you have your Life License? (Preferred)

Work Location: Remote