Interested in Working with Us?

Details

Flexible schedule & Fully Remote
Part time, and can potentially be full time
1099

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+

Apply to Work with Us

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.

First Name *

Last Name *

Email *

Phone *

SMS Optin

1. NON-MARKETING text messages about appointment reminders.

2. MARKETING and PROMOTIONAL messages including special offers, new product updates, among others.

By opting in above, you consent to receive SMS from Freedom Legacy Financial at the phone number provided. Message frequency varies; message & data rates may apply. Text HELP for assistance; reply STOP to opt out.

What interests you most about the business opportunity? *

About Me *

Occupation *

State *

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

Get Free a Quote

“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.