Financial Services Associate – Built for Competitors

Zuzick Organization of Globe Life; Dallas (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading life insurance and wealth management agency seeks a dedicated leader to run client meetings and develop a team of professionals. The role emphasizes building client relationships and providing mentorship as part of their virtual services, aiming for success in protecting clients' assets. Ideal candidates will have a team-first mentality and focus on legacy building.

Qualifications

• Experience leading client meetings and teams.
• Proficient in virtual client presentations.
• Strong leadership and mentorship capabilities.

Responsibilities

• Run client meetings via Zoom and help families choose protection plans.
• Lead and grow a team of licensed professionals.
• Provide leadership training and execute success strategies.

Skills

Competitor mentality

Team-first mentality

Leadership

Coachable and driven

Focused on building a legacy

Job description

Globe Life: The Cycle Management Group, founded by former NFL linebacker Jaylon Smith, is a fast‑growing life insurance and wealth management agency backed by Globe Life.

Jaylon, drafted by the Dallas Cowboys in 2016 (34th overall), overcame a career‑threatening knee injury to become a Pro Bowl defender and later a Las Vegas Raiders’ star off the field. He built The Cycle Management Group and invested across real estate, entrepreneurship platforms, and life insurance—bringing the same dedication, grit, and strategic mindset that made him a standout athlete.

Qualifications:

• Run client meetings via Zoom
• Lead and grow a team of licensed professionals like a coach builds a championship roster
• Conduct virtual client presentations, helping families choose the best protection plans
• Provide leadership training, mentorship, and accountability
• Execute and teach the core "blueprint for success"
• Help clients protect their income, assets, and loved ones through life insurance and financial strategies

Benefits:

Yes

Remote:

Yes

Skills required:

• A competitor with a team-first mentality
• Someone who serves first and sells second
• A leader who lifts others and holds themselves to elite standards
• Coachable, driven, and ready to develop others
• Interested in building a legacy, not just a paycheck