We are seeking motivated, coachable individuals interested in building a long-term career in financial consulting. No prior experience is required. We provide full training and support to help you obtain your State Life Insurance License, Series 6/63 License, Mortgage Origination License and begin serving clients.
The company provides financial assistance toward licensing costs, and some states allow new consultants to begin earning under a temporary license for 4–6 months, depending on state regulations. These details will be discussed during the interview/information session.
Assist individuals and families with foundational financial planning
Educate clients on life insurance, retirement strategies, and income protection
Build and maintain long-term client relationships
Follow compliance guidelines and maintain accurate documentation
Participate in ongoing training and professional development
Must be 18+
Must be eligible to obtain a State Life Insurance License, Series 6/63 License, Mortgage Origination License
Reliable internet and phone access
Must live in the United States
Licensing support and guidance
Step-by-step onboarding and mentorship
Flexible scheduling
Remote-friendly systems and tools
Opportunities for advancement into leadership, recruiting, or agency building
Strong communication and interpersonal skills
Self-motivated and goal-oriented
Willing to learn financial concepts
Interested in long-term career growth
Able to pass a background check required for licensing
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