We need a Tax-Free Retirement Financial Services Specialist to help clients plan for retirement using indexed universal life (IUL) policies and other tax-advantaged strategies. This role involves conducting financial consultations, educating clients about wealth-building options, and assisting them in choosing plans tailored to their retirement goals. This is a remote, commission-based role with full training provided.
Conduct virtual client meetings to understand retirement goals.
Present and explain tax-free retirement options, including IUL products.
Assist with applications, follow-ups, and policy delivery.
Maintain contact with clients and provide periodic reviews.
Stay current on insurance products, tax law impacts, and retirement planning trends.
Life insurance license
Strong communication, organizational, and consultative selling skills.
Interest in financial planning and retirement strategies.
Ability to work independently and manage your schedule.
Previous financial services or sales experience is helpful but not required.
100% commission-based income with bonuses.
Remote position with flexible work hours.
Training and professional development provided.
Advancement opportunities for high performers.
Warm leads—no cold prospecting.
We are a combat veteran-owned and operated boutique recruiting firm in everything tech start-up. No mission is too big or small for our team to handle. Reach out to us to learn more about how we can align the right talent with your company.
