We have shifted completely to a 100% virtual business model, allowing our team members to work fully remotely from anywhere.
We are expanding our national team and seeking ambitious individuals to build a virtual practice, help clients navigate financial planning, and manage portfolios.
Many of our successful associates start part-time to build their foundation and scale up to full-time as their book of business grows. If you are looking for a career change with true schedule flexibility, this role provides a structured path to success.
We also offer lucrative partnership structures for established professionals in complementary industries (Accountants, CPAs, Real Estate Agents, and Attorneys) who want to act as referral partners to protect their clients' wealth.
What You’ll Do (The Day-to-Day)
- Virtual Consulting: Meet with families and clients via Zoom (or in person if you choose) to assess their financial goals and retirement strategies.
- Strategic Planning: Educate clients on wealth protection solutions, portfolio navigation, and retirement plans.
- Practice Building: Grow and manage your independent book of business using our plug-and-play marketing system.
- Skill Development: Participate in interactive team training sessions conducted live over Zoom to master financial concepts.
Licensing & Training Support
Because financial services is a heavily regulated industry, a state license is required to do business.
- The Requirement: You will need to obtain a Life, Health & Accident License in your state.
- Our Support: No prior financial background is necessary. We help you enroll in a pre-licensing course and provide direct mentorship to walk you through the entire process from start to finish.
Compensation & Expectations
- Structure: This is a 100% production-based (commission-only) role with uncapped earning potential. This structure is exactly why many of our associates prefer to start part-time as they transition.
- Schedule: Flexible hours with autonomy over your calendar.
What We Are Looking For
- Coachability: A strong willingness to learn a new industry through our training program.
- Discipline: The self-motivation required to manage a remote schedule and build a business.
- Backgrounds that excel here: Due to their strong communication skills and work ethic, Teachers, Athletes, Military Veterans, and Sales Professionals transition exceptionally well into this role.
Company Description
At KDK Creations, LLC, we are dedicated to empowering individuals and families through financial education, wealth protection, and retirement strategies. We partner with top-tier industry leaders to provide comprehensive training and mentorship, allowing our team members to build successful, independent careers in financial services.