Job Description
Overview
We are seeking professionals interested in a remote, education-focused role centered on financial protection and long-term planning conversations with individuals and business owners.
This opportunity is well suited for individuals with backgrounds in insurance, tax, accounting, financial services, healthcare, or other client-facing advisory roles. Licensed insurance professionals are encouraged to apply. Professionals from tax, accounting, or healthcare backgrounds who are interested in expanding their financial strategy conversations are also welcome to explore the opportunity.
This is a flexible, remote role operating under an independent contractor structure.
- Responsibilities
- Participate in virtual client education meetings
- Present financial protection and long-term planning concepts
- Assist with information gathering and needs-based analysis
- Maintain professional documentation standards
- Participate in ongoing training and development
- Qualifications
- Strong communication skills
- Background in insurance, tax, accounting, financial services, or consulting preferred but not required
- Ability to work independently in a remote environment
- Organized and detail-oriented
- Willingness to operate within compliance guidelines
- Schedule and Structure
- Fully remote
- Flexible schedule
- Contract position
- Compensation operates under a performance-based structure and is explained in detail during the informational interview process.
If you are interested in learning more about how this opportunity may align with your professional background, we invite you to apply for a brief informational conversation.
Pay: $40,000.00 - $150,000.00 per year
- Benefits:
- Flexible schedule
- Paid training
- Professional development assistance
- Referral program
- Application Question(s):
- Are you comfortable working in a remote independent contractor role with a flexible schedule and exploring a performance-based compensation structure that will be explained during a brief informational Zoom overview?
Work Location: Remote
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