K
Financial Professional – Life Insurance & Retirement Solutions
KT Ellis
,
Full-time
Remote
$40,000
- 80,000
Posted 21 hours ago
Job Description
Finera Financial is a nationwide financial services organization that has been helping people take control of their financial futures since 2004. Our mission is simple: make financial literacy accessible and life-changing for individuals, families, and business owners, while giving agents true ownership of their careers.
The opportunity in front of us is massive: an estimated $84 trillion wealth transfer by 2045, $10 trillion+ in projected annuity sales, and 64% of Americans underinsured on insurance. We're building the team that meets that moment.
As a Financial Professional, you'll help clients protect their families and build wealth through life insurance, retirement planning, long-term care, estate planning, and business owner solutions. You'll work directly with a field leader and plug into a proven sales and training system.
This role fits both experienced producers and driven newcomers ready to get licensed and learn a high-value skill set.
What You'll Do
• Meet with individuals, families, and business owners (virtually or in person) to assess financial protection and retirement needs
• Present tailored solutions across life insurance, annuities, long-term care, and wealth-building strategies from 100+ financial products and top-rated carriers
• Build and manage your own client base using our fintech-driven CRM and quoting tools
• Complete structured training and mentorship with proven field leaders
What We're Looking For
• Life & Health insurance license (or willingness to obtain one — we'll guide you through the process)
• Entrepreneurial mindset: self-motivated, coachable, and goal-driven
• Strong communication skills and genuine care for helping people
• Comfortable working independently in a remote, flexible environment
• U.S. work authorization; 18+
• Sales, financial services, marketing or client-facing experience is a plus BUT not required
Compensation
Commission-based with top-tier builder compensation, performance bonuses, and true ownership of your book of business. Uncapped earning potential.
Job Type
Contract / Commission-Based | Part-Time or Full-Time
Location
Remote — U.S. (nationwide)
The opportunity in front of us is massive: an estimated $84 trillion wealth transfer by 2045, $10 trillion+ in projected annuity sales, and 64% of Americans underinsured on insurance. We're building the team that meets that moment.
As a Financial Professional, you'll help clients protect their families and build wealth through life insurance, retirement planning, long-term care, estate planning, and business owner solutions. You'll work directly with a field leader and plug into a proven sales and training system.
This role fits both experienced producers and driven newcomers ready to get licensed and learn a high-value skill set.
What You'll Do
• Meet with individuals, families, and business owners (virtually or in person) to assess financial protection and retirement needs
• Present tailored solutions across life insurance, annuities, long-term care, and wealth-building strategies from 100+ financial products and top-rated carriers
• Build and manage your own client base using our fintech-driven CRM and quoting tools
• Complete structured training and mentorship with proven field leaders
What We're Looking For
• Life & Health insurance license (or willingness to obtain one — we'll guide you through the process)
• Entrepreneurial mindset: self-motivated, coachable, and goal-driven
• Strong communication skills and genuine care for helping people
• Comfortable working independently in a remote, flexible environment
• U.S. work authorization; 18+
• Sales, financial services, marketing or client-facing experience is a plus BUT not required
Compensation
Commission-based with top-tier builder compensation, performance bonuses, and true ownership of your book of business. Uncapped earning potential.
Job Type
Contract / Commission-Based | Part-Time or Full-Time
Location
Remote — U.S. (nationwide)
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