What are the responsibilities and job description for the Financial & Insurance Specialist position at SFG Financial Solutions?
Job Overview
We are a well-established financial and insurance services firm with 16 years in business, expanding our presence in Denver, Colorado. We are seeking a dynamic and motivated Financial & Insurance Specialist to join our team and play a key role in helping individuals and families navigate their financial and insurance decisions with confidence and clarity.
In this role, you will be at the forefront of client engagement conducting personalized consultations, educating clients on insurance-based financial and retirement strategies, and guiding them through solutions that support long-term financial security. Your ability to communicate clearly, build trust, and understand client needs will be critical to your success.
This is a career opportunity, not an entry-level sales role. It offers the ability to combine sales expertise with customer service excellence, supported by mentorship, proven systems, and a collaborative environment. The right candidate will enjoy making a meaningful impact on clients’ financial well-being while building a long-term, scalable practice in the financial and insurance industry.
What You’ll Do
- ALL TRAINING PROVIDED
- Design insurance-based financial and retirement strategies for clients
- Educate families on life insurance and wealth protection solutions
- Review existing insurance and financial products and recommend improvements when appropriate
- Conduct client meetings virtually (Zoom), with some local interaction as needed
- Build long-term client relationships and a sustainable book of business
Compensation Structure
- Base commission
- Base pay starts after licensing and onboarding
- Typical first-year income: $90,000–$130,000 for consistent producers
- $250,000 per year for established agents
- Performance-based with strong long-term upside
Licensing
- Insurance license required
- Licensing timeline: typically 1–2 weeks
- We will assist you through licensing process
Location
- Live in or near Denver, CO
Ideal Candidate
- Background in sales, customer service, finance, real estate, insurance
- Professional, confident communicator
- Self-motivated and effective in a remote setting
- Seeking a long-term career in financial services
What We Offer
- Remote role with local-market focus
- Uncapped commissions
- One-on-one mentorship & complete training on products and services
- Proven systems, marketing, and support
- Ownership and agency-building opportunities
- Clear path to advanced markets and leadership
Interview & Application Process
- In-person interview at our 2650 W Belleview Ave Suite D-100, Littleton, CO 80123 (Virtual interview available for qualified candidates)
- Selection based on professionalism, coachability, and long-term fit
- Resume and brief statement of interest required
Job Type: Permanent
Pay: $90,000.00 - $180,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Littleton, CO 80123
Salary : $90,000 - $180,000