Job Description
Overview Tactive Advisors is a growth-focused RIA platform built for advisors who want to scale using a proven digital sales system and marketing support. We provide the tools, structure, and operational support needed to run a modern advisory business, including AI-enabled operations designed to improve speed, consistency, and scale. This is a full-time opportunity for producing advisors who want leverage and want to close. The Role As a Remote Digital Financial Advisor, you will work inbound opportunities through our marketing system, follow our sales process and selling techniques, and convert prospects into long-term clients. You will operate as an independent contractor while utilizing Tactive’s platform, resources, and operational support. This is not part-time. This is not a training role. This is for advisors ready to execute. Minimum Requirements Applicants must have: • Minimum AUM: $2,000,000 (active, existing client book) • Active Series 65 (or equivalent) • Active insurance license (life and or annuity) • Clean or near-clean ADV with no material disclosures • Strong phone and video meeting skills • Full-time availability and professional follow-up discipline If you do not meet the Minimum AUM requirement, please do not apply. Responsibilities • Work inbound leads and opportunities generated through our marketing system • Follow a defined sales process, scripts, and selling framework • Conduct client meetings via phone and video • Present compliant investment and insurance solutions • Close new business consistently and ethically • Maintain strong documentation, follow up, and pipeline management What We Provide • A proven digital sales system and process • CRM, automation, and workflow support • Operational support and AI-enabled back-office processes to improve speed and scalability • Investment platform and models • Marketing support to help drive growth • In many cases, we cover or supplement marketing costs depending on performance and fit Compensation • Independent contractor (1099) • 100% commission-based • No cap on earnings • Advisors who follow the system can earn $150,000+ annually This Role Is Not For • Part-time advisors • Advisors without an established book of business • Advisors unwilling to follow a defined sales process • Advisors with material regulatory disclosures Apply If You are already producing, have a clean regulatory record, and want to scale using a platform that supplies structure, tools, and marketing support while you focus on closing and serving clients. Tactive Advisors Built for advisors who execute. Job Type: Full-time Pay: $58,679.25 - $150,000.00 per year Application Question(s): • Do you currently hold a Series 65? • Do you currently hold an active life and health insurance license? • Do you currently manage a book of AUM of at least $2M? • What is your approximate AUM? • What is your projected AUM within the next 3 months? • Do you have a clean or near-clean ADV with no material disclosures? • This role is 100% commission-based (1099) and income is tied to production. Are you comfortable with this structure? • This role is full-time. Are you able to commit full time? Work Location: Remote Apply tot his job