Remote Financial Services Advisor

Position Summary
You handle the senior advisory work: clients making decisions with real financial consequences, who have usually taken advice elsewhere before reaching you. The role suits someone comfortable being questioned closely who can defend a recommendation on its merits.

You take scheduled consultations, review the client's full position including what they hold elsewhere, and produce a written recommendation. Where another advisor's plan is in place, you assess it honestly rather than replacing it by default. Case management carries applications through underwriting. Remote, full time, standard business hours. Earnings reflect the business you write and retain.

Scope of the Role

• Advise clients on complex household situations routed to the senior desk
• Evaluate existing arrangements before proposing anything new
• Produce written recommendations that withstand outside scrutiny
• Answer direct challenges to your reasoning without deflecting
• Work with case management from submission through issue
• Contribute to desk reviews of how difficult cases are handled

Experience Required

• Five or more years advising clients, with a record you can speak to
• Composure with clients who push back and expect substance
• Command of how coverage and financial products interact in practice
• Writing suitable for a client's accountant or attorney
• Professional home office, reliable internet, quality video setup
• Weekday business-hours availability

Company Support

• Qualified consultations scheduled and confirmed for you
• Case management from application through issue
• Advanced product training and ongoing technical education
• CRM, illustration, and conferencing systems
• Direct access to desk leadership and peer case review
• Path into desk leadership or mentoring newer advisors

Pay: $105,000.00 - $145,000.00 per year

Benefits:

• Flexible schedule

Work Location: Remote