Join our Team

Details

Flexible schedule & Fully Remote
Part time, and can potentially be full time
1099, uncapped commission, and no commission requirements

Responsibilities

Identifies client needs and delivers tailored financial solutions.
Creates unique offerings and uncovers new revenue opportunities for both clients and the agency.
Maintains strong client relationships and ensures personalized service.
Expands clientele through marketing strategies, referrals, and outreach.
Enhances the agency’s reputation by representing its interests in various capacities.
Collaborates with underwriters for policy approvals and accurate documentation.
Participates in Zoom meetings, client consultations, and group training sessions to stay informed and effective.

Requirements

Must be a US Citizen or green card holder and reside in the United States
Active Life Insurance license or ability to obtain one
Access to Laptop or iPad/Tablet
Must have internet access
Excellent customer service skills
Pass a background check
Entry level applicants accepted, prior experience with life insurance and financial planning preferred
People-oriented & Self-motivated
Proactive in problem solving
Ability to multi-task
Ability to assess customer needs and conduct effective interviews
Ability to effectively relate to a customer
Detail oriented
Obtain State Issued Insurance license within 10 days of agreement
Must be 18+
Pass background check & Live Scan

Be a part of our Team

Fill out the form below and click submit.

Reside in the U.S.?

This opportunity is only available to U.S. residents (citizen or green card holders) due to licensing and carrier restrictions.

Are you able to pass a basic background check (criminal + financial)? *

Please fill out the following application questions.

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No, I do not wish to communicate by text/SMS

We never spam or sell your data! This allows us to communicate by text, if desired, including appointment reminders. By opting in above, you agree to receive recurring automated messages, including appointment or important reminders, at the phone number provided. Consent is not a condition of joining our team or using our services. Reply STOP to opt out at any time. Text HELP to +1205-900-2302 for assistance. Message frequency varies depending on services and appointment reminders. Msg & data rates may apply (from your carrier not us). Your Privacy is our priority. Your information will not be shared without your permission. View our Privacy Policy and Terms of Use below for more information.

What interests you most about the business opportunity? *

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Resume Upload

If able, please upload your resume.

Our Team

Meet Our Team

Our team consists of seasoned professionals who bring deep expertise in every aspect of financial services. With diverse backgrounds and a shared commitment to excellence, we work together to drive your goals forward with tailored solutions.

Nicole Roden

Senior Accountant

Baron Mordo

Financial Analyst

Eva James

Tax Specialist

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“Their attention to detail and proactive approach have saved us time and resources. We trust them completely with our financial health, and their ongoing support gives us peace of mind every quarter.”

Jenny

Blogger

Testimonials

What Listener Says

Our collaboration with this team transformed our financial processes. Their expert guidance and personalized solutions have elevated our business performance beyond expectations.

Professional, reliable, and insightful—every interaction delivers clarity and confidence. Their accounting expertise is unmatched.

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Jenny

Blogger

We’re committed to empowering your goals with expert education, insightful financial services, and personalized support. Partnering with industry leaders, leveraging best practices, and embracing innovative technologies, we ensure your financial health is strong and compliant.