[Remote] Licensed Financial Solutions Specialist

Note: The job is a remote job and is open to candidates in USA. FBSPL is recruiting for a nationwide financial services agency seeking specialists to help families choose life and health protection, retirement, and wealth-building options. The role involves tailoring recommendations from a network of providers and using automation tools to manage client work.

Responsibilities

• 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

Skills

• 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
• Optional securities licensing as a next step

Benefits

• Fully remote role
• Mentorship from experienced professionals and a supportive partner network
• 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

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