Licensed Insurance Professional

Overview

We’re currently expanding our team of Life and Health Agents (licensed, or willing to get licensed) across the U.S.

About the Role:

As a Financial Professional, you’ll educate clients on key strategies to help them reach their short- and long-term financial goals. This is a remote, uncapped income potential position with flexible hours — ideal for those who value autonomy, personal development, 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 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.

Benefits:

• Flexible schedule

• Work from home

Work Location: Remote