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Overview: 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 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
  • 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 ZoomLaptop 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.

Also on the board Same function, level within a rung

Level

Mid

Location

Seattle, WA

Occupation

Personal Financial Advisors

Industry

Insurance Agencies and Brokerages

Posted

yesterday

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