(Remote) Financial Services Associate

We’re currently expanding our team of Life and Health Agents (licensed, or willing to getlicensed) across the U.S.
About the Role:As a Financial Professional, you’ll educate clients on key strategies to help them reachtheir short- and long-term financial goals. This is a remote, uncapped per client income potentialposition with flexible hours; ideal for those who value autonomy, personaldevelopment, and client impact.
Ideal Candidate:
Entrepreneurial spirit with a passion for helping others
Values freedom, flexibility, and a strong ethical foundation
Enjoys learning about personal finance (experience welcome but not required)
Works well independently and thrives in a collaborative team environment
Self-motivated with strong follow-through and communication skills
What You’ll Do:
Learn and apply financial concepts and strategies tailored to clients' needs
Build long-term relationships with individuals, families, and small businesses
Educate clients on retirement, insurance, and wealth-building strategies
Leverage modern fintech tools to streamline your business
Participate in ongoing mentorship and training opportunities
What You’ll Gain:
Flexible schedule
Per client compensation
Remote work opportunity (U.S. residents only)
Mentorship and leadership development
Strong, collaborative team culture
Pathway to build a lasting book of business
Qualifications
Active Life & Health License in your state
Experience in insurance, finance, coaching, and sales is helpful but not required
Unlicensed Applicants (Welcome):
Willing to obtain a Life & Health License
Ability to pass a background check
All Applicants must have:
Professional appearance on Zoom
Laptop with camera
Commitment with ongoing training
Ready to make an impact — and grow in the process?Let’s connect and explore if this is the right fit for your goals and lifestyle.
Apply or message us to learn more.

Work arrangement
Yes