Overview
Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core Responsibilities

Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
Build Relationships: Maintain post-sale contact to drive retention and client referrals.
Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Qualifications

Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
Strong Communicator: Clear, empathetic verbal and written communication skills.
Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
Coachability: Eagerness to learn, adapt, and apply leadership feedback.
Experience: Background in sales or customer service is a plus, but not required.

Key Perks & Benefits

High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
Qualified Leads Provided: Spend time advising, not prospecting.
Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
Travel Rewards: Earn company-sponsored luxury trips based on performance.

Ready to take control of your income and schedule? Apply today!

Skill richieste

Virtual sales consultations (conducting meetings with prospects via video/phone)Financial needs assessment (evaluating clients' goals and financial situations)Life insurance and annuity product knowledgeSales presentation and closing (presenting tailored solutions and securing commitments)CRM usage and pipeline management (tracking interactions and guiding sales process)Client relationship management and retention strategiesRegulatory compliance awareness (staying up-to-date on product and regulatory standards)Performance-driven sales / quota attainment (thriving in a commission-based model)Verbal and written communication with empathyRemote work self-discipline, organization, and time managementCoachability and ability to apply feedbackLead qualification and follow-up (working with pre-screened/warm leads)

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