Fully Remote - Entry Level or Experienced Retirement Professional

November 4, 2026

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Job description

Our Company is the fastest growing financial brokerage and we are seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associates. The most lucrative industry opportunity with the flexibility to work from home while building your sales career in financial services.

Work from Anywhere
Part time or Full Time positions available; you do not have to quit your current job to see if this is a fit.
Excellent free training and mentorship provided; no experience is needed
Very lucrative, especially with baby boomers retiring as they control 70% of the wealth; can potentially earn over six figures or more
Leadership and Upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families’ long-term financial security, and this is where we come in. Must be able to pass a background check and obtain a state financial producer license (with our guidance and free program).

Here's what sets this opportunity apart:

Legal Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, beneficiary to your business and agency, provided you get to a certain leadership
Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
Get paid what you are worth: COMMISSION ONLY, performance-based business model Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, World-class Travel, etc.

DAILY ROLE:

COMMISSION ONLY, performance-based business model
Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS (Just went Public) as a lead generation tool as well.
Develop Financial Need Analysis (FNA) for Clients
Place families, individuals, and business owners in a financial position of advantage for some of the following:
Protect Retirement Assets/401k and all IRA (Roth) Funds
College Planning
Tax-Free and Tax-Deferred Index Strategies
Debt Management Services
Annuities, Roth Conversions, and 401k and IRA Rollovers
Estate & Business Planning with our advance planning team

LUCRATIVE COMPENSATION:

Uncapped 1099 / production-based commission income (one client may be $3,000 in compensation and another may be $10,000)
Residual income (paid from work done last year, every year)
Passive income
Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Fidelity, Ethos, AIG, and over fortune 500 companies.
Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
Build meaningful and lasting relationships and experiences with clients, business associates, and partners
Expand business, management, and leadership skills working with clients, team members, and new associates
Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
Minimum 18 years of age
Legal U.S. Resident, Citizen or Work Permit with SSN
Able to pass a Background Screening
Able to complete licensing requirements within 30 days
Accountable with high level of integrity (critical in this regulated and customer based industry)

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

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With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

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The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...