Benefits:

Employee discounts

Flexible schedule

Opportunity for advancement

Training & development

Client Planning Advisor (Entry-Level | Remote)

About the Role:

We are seeking motivated, people-oriented individuals to join our team as Client Planning Advisors.

This entry-level role involves working directly with clients to help them create personalized plans for

protection, savings, investments, and long-term goals.

No prior experience is required — full training and licensing are provided.

Key Responsibilities:

• Meet with clients to understand their goals and current situation.

• Help clients build customized protection and wealth-building plans.

• Educate clients on concepts like income protection, retirement strategies, debt solutions, and wealth growth.

• Implement appropriate solutions based on client needs.

• Maintain consistent follow-up to ensure client progress.

• Complete required training and licensing.

• Collaborate with team leaders for coaching and development.

• Provide a professional, supportive experience for every client.

Requirements:

• Willingness to obtain required licenses (Life, Series 6/63/26/65, Mortgage)>

• Must follow a 30 day training program.

• Attend all required training meetings.

• Strong communication and people skills.

• Coachable, dependable, and able to follow a proven training system.

• Ability to work independently and remotely.

• Growth-minded with a strong desire for long-term career development.

• No prior industry experience needed.

What We Provide:

• Step-by-step training system.

• Licensing assistance (Life, Investments, Mortgage).

• Mentorship from experienced leaders.

• Flexible remote schedule.

• Supportive and growth-driven team environment.

• Clear pathways for career advancement.

This is a remote position.