Financial Managing Partner

We’re expanding our financial services division and looking for motivated people who want to help families plan and protect their financial futures. We partner with well-known carriers such as Nationwide, Prudential, and Athene. This is a remote, non-captive opportunity open to candidates anywhere in the U.S. No previous financial background is required — we offer training, support, and guidance through the licensing process.

• Meet with clients virtually or in person to understand their financial needs
• Offer suitable solutions including life insurance, annuities, retirement income strategies, and basic financial planning
• Maintain ongoing relationships with clients and follow up as their needs evolve
• Complete the state life/health insurance licensing process (we provide training resources)

• Must be at least 18 and legally authorized to work in the United States
• Valid SSN and able to pass a standard background check as required for state licensing
• U.S. residency
• Willingness to obtain the required state life/health insurance license (training and guidance provided)
• This is a 1099 independent contractor position

• People who are dependable, professional, and open to coaching
• Individuals who enjoy working with clients and building long-term relationships
• Those interested in personal development and career growth
• Self-motivated individuals comfortable with commission-based work

• Passive, agency, residual income streams for long term stability
• Flexible schedule — full-time or part-time, pick your own hours
• Remote work from anywhere in the United States
• Performance-based bonuses & incentive trips
• Daily training, mentorship, and support
• Opportunities to move into leadership roles