Financial Advisor

Fortis Lux Financial; Phoenix (AZ); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking experienced Insurance Advisors for a full-time, remote opportunity. This role offers driven professionals the chance to guide clients through comprehensive insurance and financial planning solutions. You will help individuals, families, and businesses protect their assets and plan for a secure future. With a focus on personalized strategies, you will leverage innovative tools to build long-lasting client relationships while receiving support for your growth and success. If you're ready to elevate your practice in a collaborative environment, this is the perfect opportunity for you.

Benefits

Financial Support/Stipend

Access to Marketing Tools

Mentorship

Back-office Support

Opportunities for Career Growth

Qualifications

• Proven experience as a licensed insurance advisor or financial professional.
• Strong understanding of life insurance, annuities, and protection products.

Responsibilities

• Provide personalized insurance and protection strategies.
• Support clients with retirement and legacy planning.

Skills

Life Insurance

Disability Insurance

Long-term Care Insurance

Retirement Planning

Relationship Building

Problem Solving

Entrepreneurial Mindset

Education

Active State Life and Health Insurance License

FINRA Licenses (Series 6/7 & 63/65/66)

Tools

Holistic Planning Tools

Marketing Tools

Job description

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I helped businesses drive financial excellence | CFO | ACA | UAECA | CPA Aspirant | 20+ Years | Merger & Acquisition Specialist | Funding &…

Company Description

At Fortis Lux Financial, we blend innovative thinking with a holistic approach to financial planning. Rooted in a family-office culture, we provide a personalized client experience supported by a team of dedicated professionals. Our licensed representatives serve clients in NJ, NY, and CT, with additional state licenses nationwide.

Role Description

We are seeking experienced Insurance Advisors to join our team. This is a full-time, remote opportunity designed for driven professionals looking to expand their practice within a collaborative and client-focused environment. You’ll guide individuals, families, and businesses through comprehensive insurance and financial planning solutions, helping them protect what matters and plan for a secure future.

What You’ll Do:

• Provide personalized insurance and protection strategies (life, disability, long-term care, etc.)

• Support clients with retirement and legacy planning

• Identify opportunities for financial growth and protection

• Leverage Fortis Lux’s holistic planning tools and platform to serve clients efficiently

• Build and nurture long-term client relationships

Qualifications:

• Active state life and health insurance license required

• Proven experience as a licensed insurance advisor or financial professional

• Strong understanding of life insurance, annuities, and other protection products

• Excellent communication, relationship-building, and problem-solving skills

• Self-motivated and entrepreneurial mindset

• FINRA licenses (Series 6/7 & 63/65/66) are a plus

Compensation & Support:

• Financial support/stipend available based on experience and production

• Access to marketing tools, mentorship, and back-office support

• Opportunities for career growth and leadership

Ready to take your practice to the next level with Fortis Lux? Let’s connect.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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