Legacy Preservation Specialist

Financial Professional (Remote – United States)

Join Shea's Financial Services | Powered by BestView Elite Group

At Shea's Financial Services, we believe financial education changes lives. Our mission is to empower individuals and families with the knowledge and strategies they need to build, protect, and preserve wealth with confidence.

As part of BestView Elite Group, you'll enjoy the freedom of building your own business while receiving the mentorship, training, and support of an experienced, collaborative team. Whether you're beginning a new career or looking for an entrepreneurial opportunity with purpose, we'll help you develop the skills and confidence to succeed.

If you're passionate about helping people, enjoy building relationships, and want a career where your impact; and your income; can continue to grow, we'd love to meet you.

Position Overview

We are seeking motivated, coachable Financial Professionals to join our growing nationwide team.

This is a 100% remote, independent contractor opportunity that allows you to build a flexible career while educating individuals and families on foundational financial concepts such as:

• Wealth accumulation
• Asset protection
• Retirement income strategies
• Tax-advantaged financial solutions
• Living benefits and life insurance strategies
• Long-term financial planning

You'll work one-on-one with clients, helping simplify complex financial concepts and designing personalized strategies that align with their goals and values.

No prior financial services experience is required. We provide comprehensive training, licensing support, and ongoing mentorship every step of the way.

What You'll Do

Educate & Empower Clients

Help individuals and families better understand financial principles so they can make informed decisions about protecting and growing their wealth.

Develop Personalized Strategies

Learn to identify client needs and recommend appropriate financial solutions, including life insurance, indexed products, annuities, retirement strategies, and other protection-focused solutions.

Build Lasting Relationships

Develop meaningful relationships built on trust, education, and long-term service while becoming a valuable resource for your clients.

Grow Your Business

Build your own client base through networking, referrals, community involvement, and relationship marketing with the support of experienced mentors.

Collaborate & Learn

Participate in weekly trainings, mentorship, team meetings, and professional development designed to sharpen your knowledge and help you continue growing personally and professionally.

Why Join Shea's Financial Services?

Exceptional Mentorship

Work alongside experienced professionals who are invested in your personal and professional success. You'll never build your business alone.

Supportive Team Culture

We believe success is better together. Our team values collaboration, integrity, authenticity, and helping one another grow.

Comprehensive Training

Whether you're licensed or brand new to the industry, our structured training program provides everything you need to build confidence and develop your business.

Flexible Lifestyle

Work remotely from anywhere in the United States and create a schedule that fits your life. Full-time and part-time opportunities are available.

Unlimited Income Potential

Your earnings reflect your effort and business growth. There are no corporate salary caps, giving you the opportunity to build a business with long-term earning potential.

Ongoing Professional Development

Take advantage of weekly coaching, advanced training, leadership development, quarterly networking events, and mentorship from top-performing professionals.

Access to Industry-Leading Solutions

Represent a diverse portfolio of financial and insurance products from highly rated carriers, allowing you to recommend solutions that best fit each client's unique needs.

What We're Looking For

We're looking for individuals who are:

• Passionate about helping others
• Coachable and eager to learn
• Self-motivated with an entrepreneurial mindset
• Strong communicators who enjoy building relationships
• Reliable, organized, and self-disciplined
• Comfortable working independently while collaborating with a team
• Committed to personal growth and professional development

Previous financial or insurance experience is welcomed; but absolutely not required.

We value integrity, character, and a willingness to learn above prior industry experience.

Qualifications

• Must be legally authorized to work in the United States
• High school diploma or equivalent required
• Bachelor's degree preferred but not required
• Must possess or be willing to obtain a state Life Insurance License (licensing support provided)
• Reliable internet connection and professional remote workspace

Compensation & Benefits

• 100% commission-based compensation
• Performance bonuses and incentives
• Uncapped earning potential
• Fully remote work environment
• Flexible full-time or part-time scheduling
• Licensing assistance and reimbursement opportunities
• Comprehensive training and mentorship
• Leadership and advancement opportunities based on performance; not tenure

Who We Are

At Shea's Financial Services, we're more than a financial services team; we're a community committed to making a lasting impact. Every client conversation is an opportunity to educate, empower, and improve someone's financial future.

If you're looking for meaningful work, supportive mentors, flexible freedom, and unlimited growth potential, we'd love to help you build a career you can be proud of.

Apply today and begin building a career where your purpose, growth, and success all work together.