About

We help you create a balanced future - hitting your target goals for Educating your children, Retirement, Wealth and Taxation Strategies

Financial Advisor

• Remote position, ideal for stay-at-home career seekers or those seeking additional income. F/T, P/T or Referral Partner options.
• No prior experience required, comprehensive training provided.
• Seeking motivated, entrepreneurial  and committed business partners to become licensed professionals and serve clients nationwide.
• Skills in leadership, public speaking, customer service, sales, banking, accounting/software, or entrepreneurship

Job Description

• Develop Financial Need Analysis (FNA) for Clients
• Assist families, individuals, and business owners with financial strategies, including asset protection, legacy building, index strategies, debt management, estate planning, life insurance, annuities, and final expenses.
• 1099 position with performance-based business

Requirements

• Pass a background check (No Felonies).
• Obtain or Hold a Life & Health Insurance License for your state of residence. (We have discounted Partnerships with many Online License Prep Providers - we can help you!)
• Have or obtain a U.S Social Security Number.
• Reside in the United States, Puerto Rico, or Canada during the hiring process.
• Be 18+ years old (Federal Requirement).

The Role

Work Schedule:

• Leads provided - Warm & Cold Market, no need to purchase leads.
• Fully remote, using Zoom as our platform.
• Assigned experienced "Field Trainer" to support your business growth and client prospecting.
• Daily training to enhance your business skills.
• Flexible - you set your hours!