Licensed Financial Solutions Specialist
Overview
A nationwide financial services agency is hiring solutions-minded specialists to help families find the right protection and planning options for their circumstances. The agency blends plain-language education with a strong product lineup so clients can move from uncertainty to a clear plan. You bring the willingness to learn; the agency brings the platform, training, and mentorship. This is a fully remote role suited to resourceful problem-solvers who enjoy matching people with the right solution.
What You'll Do
Help clients identify the right mix of life and health protection for their situation Connect families with retirement and wealth-building options alongside their coverage Draw from a network of A-rated providers to tailor each recommendation Use modern automation tools to manage your work efficiently and keep it personal
What We're Looking For
Resourceful problem-solver who likes matching people with the right solution Coachable, curious, and committed to continuous learning Active Life and Health Insurance licenses, or working toward them; unlicensed applicants are welcome and supported through the process Wants their work to make a measurable difference What's Offered Mentorship from experienced professionals and a supportive partner network A full lineup of products from trusted, highly rated providers A schedule you set A proven training system paired with appointments set for you Optional securities licensing as a next step Estimated performance-based earnings of $62,000-$86,000