Junior Life & Financial Solutions Specialist

Zohorecruit; Rhode Island; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Elite travel rewards

Group health options

Job summary

Zohorecruit is seeking a Junior Life & Financial Solutions Specialist to remotely build a client-first advisory practice. The role centers on outreach, analyzing client financial profiles, and presenting actionable life and retirement options from home.

You will support policyholders and participate in ongoing training and mentorship within a flexible, remote framework. The position emphasizes commission-based earnings with access to turnkey systems and travel rewards, enabling ambitious

Qualifications

• State Life & Health Insurance License (required or in progress).
• Entrepreneurial mindset focused on building a lasting business asset.
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.

Responsibilities

• Initiate client contacts using proven digital outreach methods, warm lead platforms, and networking strategies.
• Analyze financial profiles to recommend suitable whole life, term life, IULs, and retirement annuities.
• Deliver high-impact virtual video presentations that guide clients toward actionable financial security decisions.
• Maintain continuous contact with policyholders, assisting with policy updates and beneficiary changes.
• Engage in daily group coaching, product training sessions, and executive mentorship.

Skills

Life & Health Insurance License

Entrepreneurial mindset

Video conferencing

Cloud tools

Pipeline management software

CRM software

Tools

CRM software

Video conferencing tools

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Providence, United States | Posted on 10/10/2026

What You Will Do

• Initiate client contacts using proven digital outreach methods, warm lead platforms, and networking strategies.
• Analyze financial profiles to recommend suitable whole life, term life, IULs, and retirement annuities.
• Deliver high-impact virtual video presentations that guide clients toward actionable financial security decisions.
• Maintain continuous contact with policyholders, assisting with policy updates and beneficiary changes.
• Engage in daily group coaching, product training sessions, and executive mentorship.

Requirements for Success

• State Life & Health Insurance License (required or in progress).
• Strong entrepreneurial mindset focused on building a lasting business asset.
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.
• Relentless drive, high integrity, and a deep commitment to serving client needs.

Modern Workweek:

Enjoy a flexible 4-day operational schedule that balances work with family and life.

Global Mobility:

Work 100% remotely from home or any destination with high-speed internet.

Complete Infrastructure:

Turnkey marketing systems, elite travel rewards, group health options, and carrier contracts.

Ready to Build?

Please note: This opportunity is 100% commission-based, engineered specifically for individuals who refuse to be capped by traditional salary limits. With total remote freedom, passive renewal revenue streams, and unlimited earning potential, your income will directly reflect your ambition and client impact.