Financial Services Represenative

Phoenix Financial Partners; Denver (CO); Remote; USD 11,000 - 67,000; Part time

Benefits offered by this job

Fully remote

Flexible schedules

Commission-based pay

Licensing guidance provided

Job summary

Phoenix Financial Partners is recruiting for a remote Sales/Protection Specialist to educate clients on life insurance and financial protection concepts. This role offers licensing guidance, onboarding and ongoing development, with earnings tied to performance.

Opportunities span part-time or full-time schedules; there is no base salary, only commissions and potential leadership roles as you build client relationships and market your services.

Qualifications

• Life and Health Insurance License required before conducting business.
• Unlicensed candidates may apply but must complete licensing education and exams.
• Experience in sales or customer service is preferred.

Responsibilities

• Meet with clients virtually to assess financial goals and protection needs.
• Educate individuals and families on protection concepts and options.
• Present suitable solutions after licensing and training completion.
• Develop business through networking, referrals and personal marketing.
• Build long-term client relationships and follow up regularly.
• Participate in weekly training and professional development.

Skills

Self-motivation

Communication

Coaching openness

Schedule management

Networking

Job description

Remote | Flexible Schedule | Part-Time or Full-Time

Phoenix Financial Partners is seeking motivated professionals who want to help individuals, families, and business owners protect their income, assets, and financial futures.

Financial Protection Representatives educate clients on life insurance, income protection, legacy planning, rollovers, guaranteed retirement income, long-term care, and other financial protection strategies.

No financial services experience is required. We provide structured training, mentorship, licensing guidance, and ongoing professional development.

• Fully remote opportunity
• Flexible part-time or full-time schedule
• Commission-based compensation
• No base salary or hourly wage
• Life and Health Insurance License required before conducting business

What You’ll Do

• Meet with prospective and existing clients virtually
• Learn about each client’s financial goals and protection needs
• Educate individuals and families on financial protection concepts
• Present suitable solutions after completing licensing and training
• Help clients protect their income, families, businesses, and legacies
• Build long-term client relationships
• Develop business through networking, referrals, and digital marketing
• Follow up with prospective and existing clients
• Participate in weekly training and professional development

What We Provide

• Structured onboarding and mentorship
• Licensing and exam-preparation guidance
• Access to multiple A-rated financial providers
• Errors and omissions coverage
• Marketing and business-development resources
• No platform or membership fees
• No required lead purchases
• No cold calling or door knocking
• Leadership and agency-building opportunities

Who We’re Looking For

This opportunity may be a strong fit for professionals with experience in:

• Sales and customer service
• Insurance or financial services
• Healthcare and education
• Management and leadership
• Real estate and mortgage services
• Hospitality
• Business ownership

Successful candidates should be:

• Self-motivated and dependable
• Comfortable communicating with people
• Open to coaching and professional development
• Able to manage their own schedule
• Interested in building long-term client relationships
• Willing to develop business through networking, referrals, and personal marketing

Licensing Requirements

A valid Life and Health Insurance License is required before conducting business.

Unlicensed candidates may apply but must be willing to complete the required pre-licensing education, state examination, and licensing process. Licensing guidance and support are provided. Reimbursement provided upon completion of first client transaction.

Compensation

This is a commission-based opportunity with no guaranteed salary or hourly wage.

• Part-time earning potential: $1,000–$4,000 per month
• Full-time earning potential: $5,000+ per month
• Performance incentives and bonuses may be available
• Leadership and residual compensation opportunities may be available
• Income depends on individual activity, production, and performance

Advancement opportunities may include:

• Senior Consultant
• Regional Leader

Job Types: Part-time, Full-time, Contract