Financial Wellness Plan Specialist - Remote

The Brewer Agency; Kingsport (TN); Remote; USD 120,000 - 200,000; Full time

Job summary

Join a forward-thinking company as a Financial Wellness Planner, where you can unlock your potential and achieve financial freedom. This role offers the flexibility to work remotely while building meaningful relationships with clients, educating them about life insurance, and providing exceptional customer service. With a supportive culture that promotes growth and development, you will have the tools and mentorship needed to succeed from day one. If you are driven, compassionate, and ready to take control of your career, this is the perfect opportunity for you to thrive in a rewarding environment.

Benefits

Unlimited Earnings Potential

Flexible Remote Work Environment

Ongoing Training and Development Opportunities

Career Advancement Opportunities

Supportive Team Culture

Qualifications

• Excellent verbal and written communication abilities are essential.
• A genuine desire to help others and maintain ethical practices.

Responsibilities

• Build strong relationships with clients and provide tailored life insurance solutions.
• Educate clients on life insurance options and support their goals.

Skills

Communication Skills

Compassion

Integrity

Attention to Detail

Team Player

Work Ethic

Leadership Potential

Job description

Financial Wellness Plan Specialist - Remote

2 days ago Be among the first 25 applicants

Elevate Your Career with Limitless Growth Potential!

Are you ready to take control of your career and achieve financial freedom? Join a company celebrated for its award-winning culture and explosive growth. Recognized as one of Entrepreneur Magazine’s Top Company Cultures and featured in Forbes, we’ve also been named to the Inc. 5000 list of fastest-growing companies for six consecutive years.

Why Choose The Brewer Agency?

• Unlimited Earnings Potential: Earn $120,000+ in your first year, with top performers reaching $150,000–$200,000 annually.
• Ultimate Flexibility: Work remotely from anywhere, set your own schedule, and enjoy a true work-life balance.
• Proven Success System: Comprehensive training, mentorship, and tools to help you succeed from day one.
• Empowering Culture: We empower individuals to achieve their financial goals while enjoying the freedom and flexibility they deserve.

About the Role:

As a Financial Wellness Planner, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. You will be integral in helping clients find life insurance solutions while meeting their unique needs in a supportive, collaborative remote work environment.

Your Responsibilities:

• Client Engagement: Build strong relationships with clients, understand their life insurance needs, and provide tailored solutions.
• Education: Educate clients on life insurance options and help them make informed decisions that best protect their loved ones.
• Customer Service: Deliver exceptional customer service throughout the sales process, supporting client goals.
• Organization: Manage client interactions efficiently and ensure accurate documentation and thorough follow-up.
• Collaboration: Work closely with team members to contribute to collective success.
• Ethics: Uphold the highest ethical standards demonstrating integrity in all interactions.
• Leadership (Optional): For those interested, contribute to team growth and take on leadership roles mentoring and inspiring others.

Ideal Candidate Profile:

• Communication Skills: Excellent verbal and written communication abilities.
• Compassion: A genuine desire to help others.
• Integrity: A commitment to ethical practices.
• Attention to Detail: A meticulous approach to managing client interactions.
• Team Player: A collaborative and supportive attitude.
• Work Ethic: A strong drive to achieve goals.
• Leadership Potential: A desire to grow within the company and take on leadership roles mentoring and inspiring others.

Qualifications:

• Reside in the United States.
• US Citizen or Legal/Permanent Resident.
• Possess a strong work ethic and a desire to succeed.

What We Offer:

• Competitive Compensation: Attractive commission-based compensation with incentives.
• Flexibility: Flexible remote work environment balancing professional and personal responsibilities.
• Development: Ongoing training and development opportunities.
• Leadership: Opportunities for career advancement with clear pathways for growth.
• Culture: A supportive and positive team culture that values you, and rewards and recognizes your efforts.

Ready to Unlock Your Full Potential?

Take the first step toward your six-figure career today! Submit your resume and a brief note on why you’re the perfect fit. We’ll reach out to schedule an interview.

Note: This is a commission-based 1099 independent contractor role. U.S. applicants only.

By applying to this open position, I agree that the hiring company may contact me by SMS, Email, and Phone Calls.