Tax-Free Retirement Financial Services Specialist

Tenth Mountain; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company is seeking a Tax-Free Retirement Financial Services Specialist to assist clients in planning for retirement using indexed universal life policies. This remote, commission-based role offers full training and flexible hours, focusing on client education and tailored financial strategies.

Benefits

Flexible Work Hours

Training and Professional Development

Advancement Opportunities

Warm Leads Provided

Qualifications

• Life insurance license required.
• Strong communication and organizational skills needed.

Responsibilities

• Conduct virtual client meetings to understand retirement goals.
• Present tax-free retirement options including IUL products.
• Assist with applications and policy delivery.

Skills

Communication

Organizational Skills

Consultative Selling

Interest in Financial Planning

Education

Life Insurance License

Job description

Job Summary:

We need a Tax-Free Retirement Financial Services Specialist to help clients plan for retirement using indexed universal life (IUL) policies and other tax-advantaged strategies. This role involves conducting financial consultations, educating clients about wealth-building options, and assisting them in choosing plans tailored to their retirement goals. This is a remote, commission-based role with full training provided.

Responsibilities:

• Conduct virtual client meetings to understand retirement goals.

• Present and explain tax-free retirement options, including IUL products.

• Assist with applications, follow-ups, and policy delivery.

• Maintain contact with clients and provide periodic reviews.

• Stay current on insurance products, tax law impacts, and retirement planning trends.

Requirements:

• Life insurance license

• Strong communication, organizational, and consultative selling skills.

• Interest in financial planning and retirement strategies.

• Ability to work independently and manage your schedule.

• Previous financial services or sales experience is helpful but not required.

Compensation & Benefits:

• 100% commission-based income with bonuses.

• Remote position with flexible work hours.

• Training and professional development provided.

• Advancement opportunities for high performers.

• Warm leads—no cold prospecting.