Who We Are

Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance

Marketing Organizations (FMO & IMO), providing products and services to financial

professionals in all 50 states.

We believe that:

- Unique perspectives drive optimal solutions.

- Mastery begins with humility.

- Coaching is endless and growth has no limits.

- Perpetual excellence defines who we are.

Learn more about what it’s like to work at FIG at figmarketing.com!

The Opportunity

The Care Planning Internal Sales Consultant plays a vital role in expanding awareness and adoption of FIG’s Care Planning Solutions. This position focuses on identifying new Care Planning opportunities with existing FIG financial professionals, helping them integrate Care Planning strategies and products into their business. Unlike traditional recruiting roles, this is a relationship-driven outreach position centered on collaboration within FIG’s advisor network—driving engagement, education, and growth in the Care Planning space. Success in this role is defined by sales growth measured by care planning paid business per private client hub.

Key Responsibilities

-Partner weekly with each Private Client Group (SVP) to identify newly onboarded FIG

advisors.

-Coordinate introductions and schedule meetings between advisors and the Care

Planning SVP or VP via Zoom, phone, or in-person sessions.

-Educate financial professionals on FIG’s Care Planning offerings, tools, and strategies.

-Review existing annuity and life business to identify cases that could benefit from Care

Planning solutions.

-Proactively review life insurance declines to present alternative options for clients

seeking Care Planning benefits.

-Track outreach activities, meetings, and opportunities in the CRM to ensure consistent

follow-up and reporting.

-Collaborate closely with the Care Planning and private client hubs to execute outreach

initiatives and drive measurable engagement.

What You Bring

-Bachelor’s degree in Business, Finance, Marketing, or a related field (preferred).

-Proven success in sales, outreach, or relationship management roles.

-Understanding of financial products; familiarity with long-term care or hybrid

life/annuity solutions is a plus.

-Excellent communication and interpersonal skills.

-High motivation, organization, and accountability to daily and weekly activity goals.

-Team-oriented mindset and willingness to collaborate across departments.

-Passion for connecting people, identifying opportunities, and helping advisors grow

their practices.

Position Details

Location: Hybrid – based out of FIG Headquarters (Cornelius, NC). Work onsite 4 days per

week.

Schedule: Full-time | Monday–Friday | 8:30 a.m. – 5:30 p.m.

Benefits: Health, dental, and vision coverage, 401(k), and generous PTO.

If you enjoy connecting people, creating opportunities, and helping financial professionals

make a difference through Care Planning, we’d love to hear from you!