Remote Life Insurance Specialist

TRPlane.com; Jersey City (NJ); Remote; USD 60.000 - 150.000; Vollzeit

Benefits dieser Stelle

Remote work

Qualified appointments

Onboarding & training

Leading products

Team collaboration

Career advancement

Marketing support

Zusammenfassung

Freedom Builder Group is seeking a Licensed Financial Advisor to meet with clients virtually, assess goals, and tailor financial strategies. This remote role emphasizes education, building trust, and guiding clients through retirement planning, life insurance, and wealth-building solutions.

You will work with a steady flow of qualified appointments, receive ongoing training, and have the flexibility to grow your own book of business while making a meaningful impact.

Qualifikationen

• Active Financial Advisor and/or Life & Health Insurance License.
• Legally authorized to sell financial products in your licensed state(s).
• Experience in financial services, insurance, wealth management, or retirement planning.
• Strong understanding of retirement strategies, life insurance, and financial planning concepts.
• Excellent communication and presentation skills.
• Ability to build trust and establish lasting client relationships.
• Self-motivated with excellent time management skills.
• Comfortable working remotely and managing a virtual schedule.

Aufgaben

• Conduct virtual consultations via Zoom or phone.
• Analyze clients' financial needs, goals, and current situation.
• Develop personalized financial strategies based on each client's objectives.
• Educate clients on retirement planning, wealth accumulation, and financial protection.
• Present financial solutions with confidence and professionalism.
• Build long-term client relationships through exceptional service.
• Follow up with prospective and existing clients in a timely manner.
• Stay current with industry regulations, licensing requirements, and product knowledge.
• Meet or exceed monthly production goals while maintaining a client-first approach.

Kenntnisse

Licensed Financial Advisor

Client consultations

Remote work

Relationship building

Jobbeschreibung

Licensed Financial Advisor (Remote)

Join Freedom Builder Group – Empower Families. Build Your Career.

Are you a licensed Financial Advisor who is passionate about helping individuals, families, and business owners build a more secure financial future?

Freedom Builder Group is expanding, and we're looking for experienced, client-focused Financial Advisors to join our growing team. If you enjoy educating clients, building long-term relationships, and providing customized financial strategies, we'd love to meet you.

This is a remote opportunity with a steady flow of qualified appointments, competitive commissions, ongoing training, and the flexibility to grow your own book of business while making a meaningful impact.

About the Role

As a Licensed Financial Advisor, you will meet with prospective clients through virtual appointments to assess their financial goals and recommend appropriate strategies and products. Rather than cold calling, your primary focus will be educating clients, building trust, and helping them make informed financial decisions.

You’ll guide clients through solutions such as:

• Retirement Planning

• Income Protection

• Indexed Universal Life (IUL)

• Fixed and Fixed Index Annuities

• Life Insurance

• College & Education Planning

• Wealth Building Strategies

• Business Protection Solutions

Key Responsibilities

• Conduct virtual consultations via Zoom or phone.

• Analyze clients' financial needs, goals, and current situation.

• Develop personalized financial strategies based on each client's objectives.

• Educate clients on retirement planning, wealth accumulation, and financial protection.

• Present financial solutions with confidence and professionalism.

• Build long-term client relationships through exceptional service.

• Follow up with prospective and existing clients in a timely manner.

• Stay current with industry regulations, licensing requirements, and product knowledge.

• Meet or exceed monthly production goals while maintaining a client-first approach.

Qualifications

Required

• Active Financial Advisor and/or Life & Health Insurance License.

• Legally authorized to sell financial products in your licensed state(s).

• Experience in financial services, insurance, wealth management, or retirement planning.

• Strong understanding of retirement strategies, life insurance, and financial planning concepts.

• Excellent communication and presentation skills.

• Ability to build trust and establish lasting client relationships.

• Self-motivated with excellent time management skills.

• Comfortable working remotely and managing a virtual schedule.

Preferred

• Experience working with business owners and high-income professionals.

• Existing client relationships or referral network.

Compensation

This is a high-income opportunity with uncapped earning potential.

• Competitive commission structure

• Performance bonuses and incentives

• Qualified appointments provided

• Renewal income opportunities (where applicable)

• Ongoing professional development and mentorship

Top-performing advisors have the potential to earn $60,000–$150,000+ annually, with experienced producers earning significantly more.

Why Join Freedom Builder Group?

At Freedom Builder Group, our mission is simple:

Building Your Path to Financial Freedom.

When you join our team, you'll receive:

• Remote work flexibility

• Qualified client appointments

• Comprehensive onboarding and training

• Access to industry-leading financial products

• Collaborative and supportive team environment

• Opportunities for career advancement and leadership

• Marketing and operational support so you can focus on serving clients

We're committed to helping both our clients and advisors succeed through education, integrity, and long-term relationships.

Work Arrangement

• Remote

• Flexible Schedule

• Full-Time or Part-Time Opportunities Available

If you're a licensed Financial Advisor looking to grow your practice with a team that values integrity, education, and client success, we'd love to hear from you.