Rocky Mountain Entry Finance Partner

Turley Insurance Solutions; Denver (CO); Remote; USD 40,000 - 60,000; Full time

Job summary

Turley Insurance Solutions offers a flexible remote opportunity for a Rocky Mountain Finance Partner in Colorado. This role focuses on guiding clients through financial strategies, providing tools for income protection and retirement planning, while offering training and mentorship for professional growth.

Benefits

Complete onboarding and training

Licensing support

Weekly team coaching

Flexible remote-first model

Qualifications

• Must reside in Colorado
• 18+ with a valid U.S. Social Security Number
• Willing to obtain a life & health license

Responsibilities

• Meet virtually with clients to discuss financial goals and solutions.
• Educate on protection, retirement strategies, and debt planning.

Skills

Self-motivated

Coachable

Communication

Job description

If you're based in Colorado and ready for a flexible, remote opportunity in financial services—we're partnering with individuals who want to grow professionally while making an impact.

As a Rocky Mountain Finance Partner , you’ll guide individuals and families through practical financial strategies that support income protection, retirement planning, and financial wellness.

You don’t need a finance background—just a commitment to learning, helping others, and growing into a role that offers real purpose and long-term potential.

This opportunity is fully remote and built for those who want a balanced career with upward mobility and mentorship.

What You’ll Do :

• Meet virtually with clients to discuss financial goals and solutions Educate on protection, retirement strategies, and debt planning using company tools Follow a step-by-step training and mentorship system to build your confidence and results Set your schedule and grow at your own pace—part-time or full-time We Provide : Complete onboarding and training (no experience needed) Licensing support to meet Colorado certification requirements Weekly team coaching and one-on-one mentorship Flexible, remote-first model with career advancement pathways You’re a Fit If You : Reside in Colorado and want a career with flexibility and meaning Are self-motivated, coachable, and want a professional remote role Communicate well and enjoy helping people make smart decisions Are ready to grow your skills and income in a regulated, respected field Minimum Requirements : Must reside in Colorado 18+ with a valid U.S.
• Social Security Number Must pass a background check (no felonies) Willing to obtain a life & health license (full support provided) This is a remote partnership-based role.
• If you're ready to start a career rooted in purpose, flexibility, and financial growth—we’re ready to support your next move.