Retirement & Financial Planning Specialist
Remote | Flexible Schedule | Part-Time or Full-Time | 1099 Independent Contractor | Performance-Based Compensation About First Financial Clarity At First Financial Clarity , we believe financial confidence begins with education. Our mission is to help individuals, families, and business owners create a more secure financial future through retirement planning, income protection, and personalized financial strategies. We focus on simplifying complex financial decisions so our clients can move forward with clarity, confidence, and peace of mind. We're seeking motivated professionals who are passionate about helping others and want to build a meaningful career with unlimited growth potential. Position Summary As a Retirement & Financial Planning Specialist , you'll educate and guide clients through retirement planning, income protection, wealth preservation, and other financial strategies designed to help them achieve long-term financial security. This is a relationship-focused role centered on education, trust, and personalized planning. Whether you're experienced in financial services or looking for a rewarding career change, we provide the training, mentorship, and support needed to succeed.
Responsibilities
Meet with clients virtually and in person to understand their financial goals Educate clients on retirement planning, income protection, and tax-advantaged financial strategies Develop customized financial solutions tailored to each client's objectives Build and maintain long-term client relationships through ongoing service and annual reviews Participate in weekly training, mentorship, and professional development Maintain compliance with licensing and industry standards Areas of Focus Retirement Planning Income Protection Tax-Advantaged Strategies Life Insurance Solutions College Savings Planning Long-Term Care Planning Business Protection Strategies
Qualifications
We're looking for professionals who are: Passionate about helping others Strong communicators and relationship builders Self-motivated with an entrepreneurial mindset Coachable and committed to continuous learning Professional, ethical, and dependable Comfortable working independently while collaborating with a supportive team Previous experience in financial services is helpful but not required. Individuals with backgrounds in education, healthcare, business, leadership, sales, or customer service are encouraged to apply.
Requirements
Must be at least 18 years of age Authorized to work in the United States Ability to pass a background check Willingness to obtain a Life & Health Insurance License (licensing assistance provided) Compensation & Benefits This is a 1099 independent contractor position offering uncapped, performance-based compensation . Typical part-time earnings range from $50,000–$100,000+ annually , depending on production and time commitment. We provide Comprehensive onboarding and licensing support Weekly coaching and mentorship Flexible scheduling and remote work opportunities Ongoing professional development Leadership and advancement opportunities A collaborative, growth-focused culture Why Join First Financial Clarity? Financial clarity has the power to change lives. Our mission is to empower individuals and families with the education and strategies they need to make confident financial decisions and build a more secure future. If you're looking for a career with purpose, flexibility, and unlimited growth potential while making a meaningful impact in the lives of others, we'd love to hear from you.