Retirement Solutions Life Insurance Agent (Remote)

Alvarado Financial Solutions; California; Remote; USD 65,000 - 150,000; Full time

Benefits offered by this job

Sales Training

Marketing Materials

Technology Platform

Mentorship

Compliance Support

Job summary

Alvarado Financial Solutions is seeking a licensed life insurance agent for a remote, flexible role focused on retirement-focused insurance products. You will work with warm leads, conduct retirement income planning consultations, and guide clients through policy design and applications.

Ideal candidates include those with Series 65/CFP, agents seeking referral-based opportunities, and those desiring a training-forward culture with mentorship and ongoing education.

Qualifications

• Active State Life Insurance License in your state of residence.
• Age 18 or older.
• Pass background check and state insurance dept screening.
• Availability to commit at least 15 hours per week.
• Reliable internet connection and remote home office setup for meetings.

Responsibilities

• Present Index Universal Life and Fixed Indexed Annuity 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 application processes.
• Maintain compliance with state regulations and carrier requirements.
• Build long-term client relationships through ongoing service and reviews.

Skills

Client consultations

Sales

Remote work

Tools

Go High Level CRM

Financial calculators

Client portals

Job description

Alvarado Financial Solutions is seeking a licensed life insurance agent for a remote, flexible role focused on retirement-focused insurance products. You will work with warm leads, conduct retirement income planning consultations, and guide clients through policy design and applications.

Ideal candidates include those with Series 65/CFP, agents seeking referral-based opportunities, and those desiring a training-forward culture with mentorship and ongoing education.