Financial Planning Consultant

We do more than just provide financial services. We help guide people to a better future.

Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live while protecting their loved ones and planning their financial legacy.

Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.

Our agents share financial knowledge, best practices, and strategies for life insurance protection, retirement savings, and education planning to help clients build better futures.

We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

We offer access to our robust financial professional platform to those who are looking to create a full-time or part-time business. No matter which you choose, we are here to support the growth of your business.

Average Annual Full-Time Agent Compensation Tiers:

• Tier 1 (0-3 Years Experience): $65,050
• Tier 2 (4-7 Years Experience): $284,033
• Tier 3 (8-10 Years Experience): $502,278

*Based on average earnings in 2020, which included commissions and overrides, for U.S. and Canadian agents who are full-time, have a tenure of eight (8) to 10 years with us, and have earned executive-level promotions. Earnings listed are in U.S. dollars.

Desired Skills:

• An entrepreneurial mindset is mandatory
• Enjoy helping others
• Prior sales and/or business experience preferred
• Life and Health license preferred

Responsibilities:

• Educate clients on financial strategies
• Assess client assets and liabilities as well as overall financial condition
• Review and make recommendations on client portfolios
• Network and build relationships with new and existing clientele
• Must be willing to enroll in and complete an online licensing course and pass the required exam

Upon successful completion of an initial phone conversation candidates will meet via Zoom for an informational interview that will include more information on what companies we work with, what we do for our clients, training, and compensation. We will also determine if a candidate is aligned with our culture and core values.

Further Details:

• Part-time & Full-time opportunities
• Fully Remote - Work from home
• 1099 Commission Compensation - 100% COMMISSION - Lots of it!
• Life and Health license required (If not licensed we provide direction, support, and guidance)
• THIS IS NOT AN INTERNSHIP POSITION.
• Ideal for individuals interested in a career change, earning additional income from home, starting a business, or simply wanting to help people and be paid well for it.

Job Type: Part-time

Pay: From $65,050.00 per year

Benefits:

• Flexible schedule

Compensation package:

• Bonus opportunities
• Commission pay

Work Location: Remote