• Meet with prospective clients via Zoom or phone to assess financial needs
• Educate clients on financial protection and long-term planning options
• Build and maintain long-term client relationships
• Follow a structured sales and appointment system
• Maintain accurate client records and follow up
• Collaborate with leadership and participate in ongoing training

• Strong communication and interpersonal skills
• Self-motivated with a results-driven mindset
• Coachable and open to training and feedback
• Ability to work independently and manage time effectively
• Sales or customer-facing experience preferred (not required)
• Must be willing to obtain required state licensing (training provided)

We are a nationwide financial services organization focused on helping individuals and families build, protect, and grow their wealth through education-first financial planning. We believe financial services should be clear, empowering, and centered around real people, not confusing jargon or one-size-fits-all solutions.

What sets us apart is our commitment to clarity and integrity. We train our professionals to lead with education, take a long-term approach to financial strategy, and prioritize doing what is right for the client every time.

Our work goes beyond numbers; we help people make confident decisions that support their goals, values, and future.

We foster a culture built on growth, accountability, and impact. Team members are given the tools, mentorship, and support needed to develop both professionally and personally, while making a meaningful difference in the lives of the people they serve.