Financial Analyst

The Spencer Financial Group; United States; Remote; USD 45,000 - 55,000; Full time

Job summary

The Spencer Financial Group is seeking motivated individuals for a remote career in client support and consultative sales. This role offers comprehensive training and tools, enabling agents to connect with pre-qualified leads while working from home. Ideal candidates are driven and people-oriented, ready to engage clients and assist them in understanding life insurance options. Enjoy performance-based compensation in a flexible, supportive team environment.

Benefits

Comprehensive training and licensing support

Flexible schedule

Mentorship and team culture

Performance-based compensation with uncapped potential

Clear advancement path

Ongoing personal and professional development

Qualifications

• Willingness to earn a Life & Health Insurance License with support.
• Strong communication skills and professional attitude.
• Ability to pass a background check.

Responsibilities

• Engage with clients who have requested information.
• Help families understand their life insurance options.
• Conduct virtual consultations via phone, Zoom, or CRM.

Skills

Communication

People-oriented

Coachable

Job description

The Spencer Financial Group provided pay range

This range is provided by The Spencer Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $55,000.00/yr

Remote Career Opportunity with Purpose, Flexibility & Growth

Looking for a remote career that offers more than just a paycheck?

At Spencer Financial Group, we empower individuals from all walks of life—including veterans, military spouses, career changers, and those seeking greater flexibility—to build meaningful careers in client support and consultative sales.

We provide the training, tools, and team environment to help you thrive—from home.

What We Offer:

Pre-qualified leads — connect with individuals who’ve already expressed interest

Comprehensive training and licensing support

Flexible schedule & 100% remote environment

Mentorship and a values-driven team culture

Earnings tied to your performance and effort

In This Role, You Will:

• Engage with clients who have requested information
• Help families understand their life insurance options
• Conduct virtual consultations (phone, Zoom, CRM)
• Follow a structured yet flexible weekly activity plan
• Participate in ongoing coaching and skill-building

Who Thrives in This Role:

Experience is great—but not required. We welcome individuals who are coachable, driven, and people-oriented.

This could be a great fit if you’ve worked in:

• Customer service or call centers
• Retail, hospitality, or food service
• Healthcare or caregiving
• The military or as a military spouse
• Or if you're exploring a new professional chapter
• A computer/laptop, phone, and internet connection
• A quiet and focused workspace
• Willingness to earn a Life & Health Insurance License (we provide support—many finish in under 2 weeks)
• Strong communication and a professional attitude
• Ability to pass a background check

Benefits & Growth Potential:

• Performance-based compensation with uncapped potential
• Clear advancement path and leadership opportunities
• Ongoing personal and professional development
• Flexibility to build a career that works for your life

Ready to take the next step?

Visit www.SpencerFG.com to learn more and apply.

Please note: This is a fully remote, independent contractor position. Compensation is results-driven. Life & Health Insurance licensing is required (with full support provided).

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Financial Services, Business Consulting and Services, and Insurance

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