Financial Planning Professional - Remote

Remote Insurance and Retirement Planning Advisor

Help Families Retire with Confidence. Build a Career That Matters.

Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099)

The financial decisions people make in the years leading up to retirement often determine the quality of the next 20–30 years of their lives.

We're looking for professionals who want to become trusted advisors—helping individuals, families, and business owners make informed decisions about retirement, wealth protection, and long-term financial security.

This isn't a high-pressure sales position.

It's an opportunity to build a professional advisory practice where your success comes from educating clients, earning trust, and developing relationships that last for years.

Whether you already have experience in financial services or are transitioning from another professional career, you'll receive comprehensive training, mentorship, licensing support, proven systems, and ongoing coaching designed to help you succeed.

What You'll Do

As a Retirement Planning Advisor, you'll serve as a trusted resource for clients by helping them evaluate their financial goals and develop personalized retirement strategies.

Your responsibilities include:

• Meeting virtually with individuals, families, and business owners
• Conducting comprehensive Financial Needs Analyses
• Helping clients identify opportunities to improve retirement readiness and long-term financial security
• Educating clients on retirement income planning, wealth preservation, life insurance, and tax-efficient financial strategies
• Designing customized recommendations aligned with each client's goals and priorities
• Building long-term relationships through annual reviews and ongoing guidance
• Growing your practice through referrals, educational workshops, networking, community outreach, and company-supported lead generation
• Continuing your professional development through advanced planning education, mentorship, leadership training, and product knowledge

Depending on each client's needs, recommendations may include:

• Retirement income planning
• Life insurance solutions
• Retirement account rollovers
• Tax-advantaged wealth accumulation strategies
• Asset protection concepts
• Legacy and estate planning strategies

Who Thrives Here

The professionals who build exceptional careers with us have one thing in common:

They genuinely enjoy helping people make important financial decisions.

They are naturally curious, relationship-oriented, and committed to acting in their clients' best interests.

Our strongest advisors are:

• Professional, ethical, and trustworthy
• Excellent listeners and communicators
• Comfortable simplifying complex financial concepts
• Relationship-focused rather than transaction-focused
• Coachable and committed to continuous learning
• Entrepreneurial, self-directed, and accountable
• Motivated by making a lasting impact on clients' lives

Many successful advisors have backgrounds in:

• Accounting
• Banking
• Financial Services
• Insurance
• Tax Preparation
• Business Ownership
• Mortgage Lending
• Real Estate
• Healthcare
• Education
• Consulting
• Professional Sales

What You'll Receive

We believe exceptional advisors are developed—not simply recruited.

That's why we provide:

• Comprehensive onboarding and professional development
• State licensing support
• One-on-one mentorship from experienced advisors
• Advanced retirement planning education
• Proven technology and planning systems
• Marketing and business development resources
• Leadership development opportunities
• Flexibility to build your practice around your lifestyle
• Unlimited earning potential based on your performance and client impact

Minimum Qualifications

• At least 18 years old
• Authorized to work in the United States
• Reliable internet connection and professional home office
• Ability to pass applicable background screening
• Willingness to obtain the required state insurance producer license (if not already licensed)
• Complete required carrier appointments before conducting regulated insurance activities
• Comfortable building a client-focused professional practice in a performance-based compensation environment
• Able to consistently dedicate time to professional development, client meetings, and business development

Why Professionals Join Our Team

People don't join us simply to sell financial products.

They join because they want meaningful work, professional independence, unlimited growth potential, and the opportunity to positively influence the financial future of the families they serve.

If you're looking for a career where expertise, integrity, and relationships matter more than quotas, we'd love to hear from you.

Application Process

Please submit:

• Your resume
• A brief statement sharing:
• • Why you're interested in retirement planning or financial services
  • Your experience working with clients or building professional relationships
  • Whether you're seeking a full-time or part-time opportunity

Qualified applicants will be contacted regarding next steps.