Remote Retirement Planning & Insurance Sales Professional
1099 Independent Contractor | Commission-Based | Remote | Part-Time or Full-Time
We are expanding our retirement-focused financial services team and seeking motivated, professional individuals who want to build a long-term career helping families and individuals protect their assets, prepare for retirement, and create greater financial security.
It is a performance-based, independent contractor opportunity for individuals who are comfortable working with clients, developing new relationships, and building a financial services practice.
Prior financial services experience is welcome but not required. We provide structured training, licensing support, mentorship, technology, and ongoing professional development.
What You'll Do
- Meet virtually with individuals and families to understand their financial goals and concerns
- Conduct Financial Needs Analyses and identify potential planning opportunities
- Educate clients on insurance, retirement, and financial strategies
- Assist clients with life insurance, annuities, retirement rollovers, asset protection, and tax-advantaged strategies
- Develop personalized recommendations based on each client's needs and objectives
- Build long-term client relationships through ongoing communication and reviews
- Develop new business through referrals, networking, prospecting, and company-supported lead generation systems
- Participate in ongoing training, mentorship, and professional development
What We Provide
- 100% remote work environment
- Flexible part-time and full-time schedules
- Structured onboarding and professional training
- Licensing guidance and support
- One-on-one mentorship and field training
- Sales systems, technology, CRM, and presentation resources
- Lead generation and prospecting support
- Access to experienced professionals for advanced planning cases
- Leadership development and advancement opportunities
Compensation & Career Growth
This is a 1099 independent contractor, commission-only opportunity.
Compensation may include personal commissions, renewal and residual income opportunities where applicable, performance-based bonuses, leadership compensation, and additional incentives based on qualification and production.
There is no guaranteed salary or hourly wage. Earnings are based on individual activity, production, and performance.
Who We're Looking For
Strong candidates are:
- Professional, ethical, and dependable
- Self-motivated and comfortable working independently
- Coachable and willing to follow a proven training and development process
- Confident communicating with prospective clients
- Interested in retirement planning, insurance, financial services, or wealth protection
- Willing to prospect, network, follow up with leads, and develop new client relationships
- Goal-oriented with an entrepreneurial mindset
- Interested in building a long-term career rather than simply finding another remote job
Experience in insurance, financial services, banking, accounting, tax preparation, real estate, mortgage lending, sales, business development, or entrepreneurship is beneficial but not required.
Requirements
- Must be at least 18 years old
- Must be authorized to work in the United States
- Must have reliable internet access and the ability to work remotely
- Must be able to pass applicable background screening requirements
- Must be willing to obtain the required state insurance producer license within the designated timeframe
- Must complete required training and carrier appointment requirements before conducting regulated insurance activities
Why Join Our Team?
We focus on developing knowledgeable financial professionals who lead with education, integrity, and long-term client relationships. We are also heavily focused on leadership development.
Our associates receive the training, mentorship, systems, and support needed to develop their skills, serve clients professionally, and build a scalable financial services practice.
If you are coachable, self-motivated, comfortable with performance-based compensation, and serious about building a career in financial services, we encourage you to apply.
To be considered, please submit your resume along with a brief explanation of why you are interested in building a career in retirement planning and financial services.
Please do not apply if you are seeking a guaranteed salary, hourly wage, or traditional employee position.