Client Acquisition Specialist (Financial Services)

NOW HIRING:
CLIENT ACQUISITION SPECIALIST (FINANCIAL SERVICES)

NEXT LEVEL SUCCESS

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Help Families Plan For Financial Freedom with Next Level Success

Income Potential: $50K–$500K (Average performers earn ~$50K. Top producers exceed $500K )

Locations: Miami, FL | San Francisco, CA | Las Vegas, NV
Work Type: Remote | Part-Time or Full-Time | Independent Contractor
Compensation: 100% Commission Profit-Sharing Bonuses
Licensing: State License Required (2-14 License | We assist qualified candidates)
Training & Mentorship: Comprehensive training, personal mentorship, and ongoing support provided

We’re looking for ambitious, coachable professionals who want more than a paycheck. Superstars that are looking to make an impact, master their craft, and help families create lasting wealth while building a profitable business and long-term freedom for themselves.

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OPPORTUNITY INTRODUCTION

CLIENT ACQUISITION SPECIALIST (FINANCIAL SERVICES)

Do you consider yourself to be an overachiever with a strong desire to succeed?
Are you the type that happens to do well at whatever you decide to pursue?
Do you believe your work should change lives?

At Next Level Success, we empower entrepreneurs and families to take control of their financial future, and we’re looking for driven professionals who share a passion for our mission.

We’re looking for ambitious, coachable, and self-motivated leaders ready to master a proven financial system and advance their careers through world-class training and mentorship.

You’ll have the opportunity to design your lifestyle business, earn a life-changing income, and build freedom by empowering others to protect and grow their wealth. Plug into our systems and community, and you’ll see how consistent effort can lead to explosive results.

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BIG THINKERS ONLY.

If you’re the kind of person who refuses to settle, we’ll show you how to turn your discipline into greater success, more time freedom, and a meaningful impact.

If you’re looking to be average, this isn’t for you.

If you’re ready for growth, join the elite. Apply today. Let’s work.

For instructions on how to apply, visit the bottom, final page of this posting.

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CAREER OPPORTUNITY

As a Client Acquisition Specialist within the financial services space, you’ll guide families toward smarter financial decisions that create freedom, peace of mind, and long-term wealth.

What You’ll Experience:

• Impact - Help families across the country create lasting financial security.
• Purpose - Be a trusted guide through complex financial and insurance processes, helping clients protect what matters most.
• Growth - Access elite mentorship and continuous training that sharpen your leadership, communication, and financial expertise.
• Leadership Path - Build a respected personal brand, lead a team, and mentor the next generation of financial professionals.
• Expansion - Open new territories, capture market share, and earn profit participation as you scale your business.
• Unlimited Income - Benefit from a competitive, uncapped compensation structure with the potential to earn six figures your first year.
• Legacy - Build a reputable brand, create long-term wealth, and own your future.

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REQUIREMENTS

We’re looking for professionals who see leadership as a standard, not a title.

Ideal Candidates Possess:

• Must have a strong desire to succeed: You’re not looking for average results
• Coachable & Growth-Oriented: You take constructive feedback, follow systems, and are not afraid to take initiative
• Positive Mental Attitude
• Team Player: Ability to work with all personality types
• Strong Rapport and Relationship Building Skills
• Self-Motivated, Self Responsible, & Accountable
• Extremely Client Oriented
• Flexible Availability: Willing to work select evenings or weekends when needed.

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OBJECTIVES & RESPONSIBILITIES

Licensing

• Must obtain or currently hold a valid 2-14 Life & Annuity License (State Insurance License).
• Qualified candidates, not yet licensed, will receive step-by-step guidance to complete the required course and state exam.

Training & Onboarding

• Enroll in our 30-Day Launch Training Program (mandatory for all consultants regardless of experience).
• Participate in daily team huddles and weekly leadership calls to stay aligned with goals and strategies.
• Engage in ongoing training and professional development through weekly team training events, personal mentorship coaching, and advanced leadership training.

Core Responsibilities

• Educate individuals and families on financial concepts such as retirement planning, life insurance, income protection, and wealth-building strategies.
• Conduct financial needs analyses to identify client goals and recommend appropriate solutions.
• Assist clients in setting up customized plans that protect and grow their wealth long-term.
• Engage in lead generation activities such as outreach, networking events, social media marketing, and referral partnerships to generate new business.
• Build and maintain strong, trust-based relationships with clients, teammates, and community partners.
• Lead client follow-up conversations to ensure clarity, satisfaction, and long-term retention.
• Participate in leadership development opportunities to build your own financial team as you grow.

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COMPENSATION & GROWTH

At Next Level Success, your income reflects your impact. We offer a performance-based compensation structure designed for ambitious professionals who want to control their growth, freedom, and financial future.

Compensation Includes

• Commission-Based Earnings: Earn on every client you help.
• Personal Performance Bonuses: Get rewarded for consistency and results.
• Team Leadership Bonuses: Earn additional income as you grow and develop a team.
• Profit-Sharing Opportunities (for qualified leaders): Participate in company growth and long-term profit pools.

Income Potential

• Average performers earn $50K–$80K/year
• Above-average leaders reach six figures in their first year
• Top performers and superstars exceed $500K /year

Disclaimer:

Success as a Client Relations Manager (Lead Generation Specialist, Sales and Financial Consultant) is not guaranteed but rather influenced by each individual’s specific efforts and results. Earnings are performance-based and vary by person. Commissions are only paid on qualified products sold by licensed consultants in good standing.

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ABOUT US

Next Level Financial Group (NLFG) is a financial education and consulting firm dedicated to helping families plan confidently for the future, so they can protect what matters most, build lasting wealth, and secure financial freedom, without having to be financial experts.

For over a decade, we’ve worked with thousands of families nationwide and partnered with over 40 leading industry providers to help our clients create financial stability and freedom long term. From income protection to retirement planning and long-term wealth strategies, we provide the tools, resources, and guidance to help our clients take control of their lives financially.

Our mission is to help families secure financial freedom faster, with greater clarity, confidence, and peace of mind.

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APPLY NOW (Application Instructions)

Are you the superstar we’re looking for?

What Happens Next

• Interview PT 1: Connect with our team and complete a brief personality profile
• Interview PT 2: Qualified candidates will be invited to a 7-10 minute pre-screening call

Followed By:

• Interview PT 3: Opportunity Overview & Interview
• Interview PT 4: Activation Exercise
• Enrollment (If selected to work with us)
• 30-Day Launch: Onboarding & Licensing Guidance (2-14)

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Friendly Note

We hire for drive, coachability, and professionalism. Licensing assistance is available for qualified candidates. Background checks may be required in accordance with state regulations.

If you’re ready to grow, build freedom and make an impact, apply today. Let’s work.

Bets wishes,

- The NLFG Team

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Pay: $50,000.00 - $500,000.00 per year

Work Location: Remote

Salary : $50,000 - $500,000