Excellent communicator, particularly over phone and Zoom
Coachable, driven, and self-motivated
Skilled at building rapport and trust quickly
Familiar with remote collaboration tools (Zoom, CRMs)
Possesses or is willing to obtain a Life and Health Insurance License
Responsibilities
Educate and consult with clients on financial strategies
Conduct virtual meetings to present personalized financial solutions
Follow up with warm leads—no cold calling involved
Guide clients through various financial products and solutions
Utilize CRM tools for managing client relationships and tracking performance
Engage in regular training sessions and mentorship calls
Benefits
In-house lead system connecting you with interested clients
Remote work with a flexible schedule
Complete training and licensing support provided
Mentorship from top earners in the industry
Opportunities for advancement and team management
Full Job Description
Note: This is a highly regulated industry, as such, applicants must be based in the United States.
Overview
We help individuals and families take control of their finances through powerful, personalized strategies-far beyond traditional life insurance. Our firm specializes in advanced financial concepts such as:
The Infinite Banking Concept
Tax-Free Retirement Income Planning
Annuity Solutions for Income & Asset Protection
Accelerated Debt Payoff Strategies
We are looking for a motivated individual who wants to build a flexible, fulfilling career where income has no ceiling-and success is based on effort, not office politics.
Whether you're new to finance or looking for a fresh start in a meaningful industry, we provide full training, mentorship, and the tools you need to succeed. Work remotely, set your own schedule, and build a career that gives you freedom and purpose.
What You'll Do
Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning
Conduct virtual meetings to present tailored financial solutions
Follow up with warm leads-no cold calling
Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs
Use CRM tools to manage client relationships and track performance
Participate in regular training sessions and mentorship calls
What We Offer
In-House Lead System: Get connected to individuals who have already requested information-no cold prospecting
Remote Work + Flexible Schedule: Work from anywhere in the United States, on your terms
Complete Training & Licensing Support: We provide resources and comprehensive training
Mentorship from Top Producers: Learn the exact system used by top earners
Advancement Opportunities: Manage a team and access leadership bonuses
Compensation & Perks
Full-Time (32-40 hrs/week): Common earnings $8,000-$20,000+/month
Daily Pay: Commission-based compensation, paid directly by carriers
Performance Bonuses: Incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts
Pay Raises every 2 months based on performance
No caps on earnings
Health insurance options available
Qualifications
Excellent communicator, especially over phone/Zoom
Coachable, driven, and self-motivated
Ability to build rapport and earn trust quickly
Comfortable with remote tools (Zoom, CRM platforms)
Life and Health Insurance License (or willingness to obtain)
Why Join Us?
Specialized Solutions = Greater Impact: You'll learn to deliver advanced financial strategies that most agents never touch-giving you a serious edge and creating lifelong client relationships.
Proven System: Scripts, tools, mentorship, and marketing support provided.
Supportive Team Culture: We work together, learn together, and win together.
Unlimited Growth Potential: Want to build your own firm? We'll help you get there.
A Few More Details
This role is best suited for those who are self-directed, hungry to learn, and ready to grow personally and professionally.
Success in this role depends on your ability to follow a proven system, take initiative, and serve clients with integrity.
Ready to take control of your future and build a career that changes lives-including your own? Apply now and let's talk.
