Financial Strategist

About the Role

We’re expanding our financial education team and looking for motivated individuals who want to make a real impact helping families protect their income, plan for the future, and build financial confidence.

This role is ideal for career pivoters, parents returning to the workforce, or professionals who want flexible income while doing meaningful work. Training and mentorship are provided.

What You’ll Do

• Educate individuals and families on financial protection and planning solutions
• Help clients understand options such as retirement strategies, life insurance, and debt solutions
• Conduct virtual consultations
• Build long-term client relationships based on trust and education
• Participate in ongoing training and professional development
• Mentor and support new team members as you advance

What We’re Looking For

• Strong communication skills and emotional intelligence
• Coachable, self-motivated, and professional
• Desire to help others and make a positive impact
• Willingness to obtain a state insurance license (we guide you through the process)
• Comfortable working remotely and managing your own schedule

What We Offer

• Flexible, remote work environment
• Comprehensive training and mentorship
• Advancement opportunities based on performance, not tenure
• Supportive team culture, no high-pressure sales tactics
• Opportunity to build long-term income and leadership skills

Who This Is For

✔ Career pivoters

✔ Parents seeking flexibility

✔ Professionals burned out by traditional sales roles

✔ Individuals passionate about education and impact