Job Description
Job Summary
We are seeking a driven and service-focused Dental Hygiene Expert / Life Financial Professional to join our expanding financial services team. This unique role is designed for dental hygienists and dental professionals who want to leverage their clinical background while helping individuals and families make informed financial decisions. The ideal candidate has a strong foundation in patient education, exceptional attention to detail, and a passion for guiding people toward financial security. This position offers an exciting opportunity to create meaningful impact by combining your healthcare expertise with comprehensive financial guidance in a supportive, fast-paced environment.
- Duties
- Educate clients on life insurance, retirement strategies, and long-term financial planning
- Conduct financial needs assessments by reviewing client goals, income, risks, and family structure
- Provide clear, understandable explanations of financial products, benefits, and protection options
- Maintain accurate and compliant client records while adhering to industry regulations and ethical standards
- Utilize your background in patient education to simplify complex financial concepts
- Review applications, verify documentation for accuracy and completeness, and submit cases for underwriting
- Assist families in understanding the financial impact of unexpected events and how proper planning can protect them
- Apply your experience with assessments, documentation, and client support to streamline the financial planning process
- Collaborate with team leaders and advisors to ensure clients receive personalized, well-structured financial strategies
- Support clients in navigating insurance carriers, policy options, and claims processes
- Attend ongoing training to stay current on financial products, compliance standards, and best practices
- Qualifications
- Clinical background in dental hygiene, dentistry, or dental office operations (preferred but not required)
- Strong communication and client-education skills developed through patient interactions
- High attention to detail with proven ability to review documentation for accuracy
- Ability to learn financial products, insurance terminology, and industry compliance requirements
- Passion for guiding clients through important life decisions with empathy and professionalism
- Strong organizational skills and ability to work efficiently in a fast-paced environment
- Excellent interpersonal skills and comfort working with families and individuals from diverse backgrounds
- Previous experience with case management, assessment, or client counseling is a plus
- Willingness to obtain required state life insurance licensing (training provided)
Join us in empowering individuals and families with financial protection and long-term security! We provide a supportive environment, hands-on training, and unlimited growth potential. If you are passionate about helping people while building a rewarding career in financial services, we want to hear from you!
Pay: $60,000.00 - $500,000.00 per year
- Benefits:
- Life insurance
- Retirement plan
Work Location: Remote
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