Careers

What Financial Professionals Do

• Financial professionals meet with individuals and families to understand their financial goals, provide education regarding available financial concepts and, when appropriately licensed, help clients evaluate life insurance and other financial products

• This role may be a fit for individuals who are self motivated, comfortable working independently and committed to developing the knowledge required to serve clients responsibly.

What You’ll Do:

• Educate clients about life insurance and applicable financial concepts based on their individual needs.

• Gather information about client goals and needs and explain appropriate product options within the scope of your licensing.

• Develop and maintain professional relationships with clients through ongoing communication and service.

• Manage your schedule and client activity as an independent contractor. Compensation is performance based and varies according to completed business, licensing, applicable contracts and other factors.

We Offer:

• Opportunity to develop experience in the financial services industry.

• Training and mentorship covering financial concepts, client education, product knowledge and professional development..

• Access to ongoing training and support from experienced financial professionals

• Performance based compensation paid according to applicable contracts and completed business. Compensation is not a guaranteed salary or hourly wage.

Who We’re Looking For:

• Strong communication skills and the ability to explain financial concepts clearly

• Client focused approach and commitment to professional service.

• Self motivated and able to manage responsibilities independently.

• Ability to understand client needs and evaluate available options.

• Strong attention to detail and ability to maintain accurate client documentation.

• Willingness to complete licensing, product and ongoing professional training

• An active state life insurance license is required to conduct licensed insurance activity. Individuals who are not currently licensed must complete the applicable state licensing process before conducting licensed business.