Mathews Financial Group

Who Are We?

Mathews Financial Group is an independent insurance agency seeking motivated, coachable individuals who are passionate about helping others and building a rewarding career. We provide training, mentorship, and proven systems to help our team develop professionally while serving clients with integrity.

If you're looking for:

• Flexible full-time or part-time opportunities

• A remote work environment

• Income that reflects your effort and consistency

• Ongoing coaching and mentorship

• A supportive team culture that values growth and collaboration

• The opportunity to make a meaningful impact in the lives of individuals and families

...we'd love to connect with you.

What You'll Do

As a member of Mathews Financial Group, you'll work directly with individuals and families to help them find insurance and financial solutions that fit their needs and long-term goals.

Responsibilities include:

• Contact prospective clients to schedule appointments

• Meet with clients virtually by phone or Zoom

• Conduct needs-based conversations to understand each client's goals, financial situation, and priorities

• Educate clients on life insurance, retirement, and other financial protection options

• Help clients identify coverage and retirement solutions they may qualify for based on their needs and goals

• Present personalized recommendations and guide clients through the application process

• Assist clients with policy reviews and ongoing service after their policies are in place

• Build and maintain long-term client relationships through consistent follow-up and communication

• Keep accurate records of client interactions and appointments

• Attend virtual team meetings, coaching calls, and training sessions

• Manage your own schedule while working independently in a remote environment

What We Offer

• Remote work

• Flexible scheduling

• Comprehensive training and mentorship

• Proven sales systems

• Leadership development opportunities

• Performance-based bonuses and incentives

• Health insurance benefits available

• Ongoing coaching and professional development

• In-person training opportunities

Income Potential

While individual results vary, many of our agents achieve results similar to the following based on their level of activity:

• Part-Time (1–2 sales per week): Approximately $25,000–$50,000 annually

• Consistent Producers (3–5 sales per week): Approximately $75,000–$125,000 annually

• High Producers (6–8 sales per week): Approximately $150,000–$200,000 annually

Our top-performing agents consistently exceed these production levels.

Who We're Looking For

• Goal-oriented individuals who enjoy achieving measurable results

• Strong communicators who enjoy building relationships

• Self-motivated professionals who thrive in a remote environment

• Individuals with integrity and a strong work ethic

• Coachable team players who are eager to learn and grow

• Strong organizational and time management skills

• A passion for helping others make informed financial decisions

Requirements

• Excellent communication and presentation skills

• Strong customer service and interpersonal skills

• Ability to work independently while managing your own schedule

• Motivated, driven, and willing to learn

• Comfortable working in a performance-based sales environment

Why Join Mathews Financial Group?

At Mathews Financial Group, we believe in developing people, not just sales professionals. Our team is built around mentorship, accountability, and continuous growth. Whether you're looking for a flexible part-time opportunity or a long-term career, you'll receive the training, support, and coaching needed to continue developing your skills while helping clients protect what matters most.

We believe finding the right fit is important for both our team and our candidates, and we look forward to learning more about you.

Disclaimer

Compensation is performance-based and varies by individual. The income examples above are not guarantees of future earnings. Results depend on many factors, including effort, consistency, market conditions, licensing requirements, and individual performance. No specific level of earnings or production is promised or guaranteed.