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Job description
Birmingham, United States | Posted on 09/30/2026
Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.
Core Responsibilities
Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
Build Relationships: Maintain post-sale contact to drive retention and client referrals.
Stay Compliant: Keep up-to-date on product offerings and regulatory standards.
Qualifications
Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
Strong Communicator: Clear, empathetic verbal and written communication skills.
Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
Coachability: Eagerness to learn, adapt, and apply leadership feedback.
Experience: Background in sales or customer service is a plus, but not required.
High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
Qualified Leads Provided: Spend time advising, not prospecting.
Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
Travel Rewards: Earn company-sponsored luxury trips based on performance.
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Worksite address
workfromhome, AL, 35275, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.