Remote Financial Protection Advisor (Entry-level)

About the Role:

We’re seeking motivated and purpose-drive individuals to join our group as Remote Financial Protection Advisors. In this role, you’ll work directly with individuals and families to help them protect what matters most—their income, assets, and long-term goals. This position offers the flexibility to work from anywhere while building meaningful relationships and making a lasting impact on people’s lives.

What You’ll Do:

Consult with clients to understand their current financial situation and their future goals.

Design personalized financial protection strategies to help families secure income and stability.

Educate clients on solutions that promote financial wellness and legacy planning.

Manage virtual consultations, client records, and follow-up communications.

Build long-term relationships through consistent client support and service.

Meet personal and team performance goals while maintaining integrity and client focus.

Stay up to date on product knowledge, compliance standards, and market trends

Strong communication and relationship-building skills.

Self-motivated and goal-oriented with a passion for helping others.

Professional demeanor and client-first mindset.

Proficiency in MS Office applications. (Word, Excel, Zoom)

Ability to work both independently and as part of a team in a remote setting