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Retirement Specialist

Remote, USA Full-time Posted 2025-11-03
Financial Professional (Part-Time or Full-Time) Are you a driven, motivated individual looking to make a meaningful impact through financial education and planning? We are seeking a Financial Professional to join our growing team of advisors. This role offers flexible hours and uncapped earning potential. Position Overview: As a Retirement Specialist, you’ll help clients create personalized strategies for protecting their families, building wealth, and preparing for retirement. This role focuses on insurance-based financial planning, utilizing tools like life insurance, annuities, and other protection and savings vehicles. Securities license can be pursued once insurance license is obtained. Key Responsibilities: • Provide client-focused financial education • Build and maintain strong client relationships through trust, transparency, and consistent follow-up • Customize life insurance, health insurance, and indexed retirement strategies based on client goals • Attend weekly training and development sessions as well as weekly one-on-one mentorship meetings to stay current on products, strategies, and compliance • Work with mentor as well as independently to generate new business through networking, referrals, and marketing efforts Qualifications: • Life and Health Insurance License (required to actively serve clients but may be obtained after on-boarding) • Excellent communication and interpersonal skills • Self-starter with a strong work ethic and entrepreneurial mindset • Passion for helping others achieve financial security and peace of mind • Prior experience in financial services, insurance, or sales is helpful but not required What We Offer: • Comprehensive training and mentorship program • Proven systems for business development and client acquisition • Flexible schedule – set your own hours (part-time or full-time) • Competitive compensation through commissions, bonuses, and incentives • Ongoing professional development and growth opportunities Compensation: Performance-based commission structure with no cap on earnings. Ready to Start Making a Difference? Whether you’re newly licensed or looking for a career change with purpose, we invite you to apply. Begin your journey toward a rewarding career in financial services today! Apply tot his job Apply To this Job

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