Remote Life Insurance Advisor - Retirement Planning

Alvarado Financial Solutions; Georgia; Remote; USD 65,000 - 150,000; Part time

Benefits offered by this job

Remote work

Warm leads provided

Flexible schedule

No office overhead

Job summary

Alvarado Financial Solutions is seeking licensed life insurance agents for a remote, independent contractor role focused on retirement-oriented products. You’ll receive NEPQ-based training, access to warm leads, and comprehensive product education while enjoying flexible hours and a scalable compensation structure.

Ideal candidates include newly licensed and experienced agents who want a referral-based approach with ongoing mentorship, marketing support, and carrier contracting assistance.

Qualifications

• Active life insurance license in good standing is required.
• Series 65 or CFP credentials are a plus.
• Experience with retirement-focused products is preferred.

Responsibilities

• Present IUL and FIA solutions to qualified prospects.
• Conduct retirement income planning consultations and needs analyses.
• Educate clients on tax-advantaged wealth strategies.
• Guide clients through policy design and applications.
• Maintain compliance with state rules and carrier requirements.
• Build long-term client relationships through ongoing reviews.

Skills

Sales experience

Communication

Customer service

Remote work

Education

State Life Insurance License

Series 65 or CFP

Tools

Go High Level CRM

Financial calculators

Job description

Alvarado Financial Solutions is seeking licensed life insurance agents for a remote, independent contractor role focused on retirement-oriented products. You’ll receive NEPQ-based training, access to warm leads, and comprehensive product education while enjoying flexible hours and a scalable compensation structure.

Ideal candidates include newly licensed and experienced agents who want a referral-based approach with ongoing mentorship, marketing support, and carrier contracting assistance.