Build a career in financial services while helping families understand their options for life insurance and retirement preparation. The Fortitude Team is looking for people who listen well, explain things clearly, and follow through. If you’ve built those skills in customer service, sales, healthcare, hospitality, or education, they’ll serve you well here. You can start without financial services experience. We provide training, weekly coaching, and guidance through the licensing process. You’ll learn how to run a client conversation, ask about a family’s priorities, and explain financial concepts in everyday language. Once you’ve completed the required training and obtained the appropriate license, you’ll begin working with clients. Responsibilities: Complete required training and professional licensingParticipate in weekly coaching, mentorship, and professional developmentMeet virtually with individuals and families to understand their financial goals, priorities, and concernsEducate clients on financial concepts and available strategies after completing required training and licensingHelp clients identify areas where additional financial protection or planning may be beneficialAssist clients in exploring solutions related to protection, retirement, savings, and long-term financial goalsBuild and maintain positive, long-term client relationshipsProvide ongoing client follow-up, education, and customer serviceDevelop new relationships through referrals, networking, and community outreachMaintain accurate client information and follow-up activityFollow applicable licensing, compliance, and industry standards Qualifications: Strong communication and interpersonal skillsGenuine interest in helping individuals and familiesPositive attitude and willingness to learnCoachable and receptive to feedbackSelf-motivated, dependable, and goal-orientedComfortable communicating virtually and working remotelyAble to manage time effectively and work independentlyInterested in professional development and career growthNo previous financial services experience requiredExperience in customer service, sales, hospitality, education, healthcare, recruiting, or leadership is helpful but not requiredMust be willing and eligible to obtain required professional licensing Compensation: $70,000 - $96,000

• Complete required training and professional licensing • Participate in weekly coaching, mentorship, and professional development • Meet virtually with individuals and families to understand their financial goals, priorities, and concerns • Educate clients on financial concepts and available strategies after completing required training and licensing • Help clients identify areas where additional financial protection or planning may be beneficial • Assist clients in exploring solutions related to protection, retirement, savings, and long-term financial goals • Build and maintain positive, long-term client relationships • Provide ongoing client follow-up, education, and customer service • Develop new relationships through referrals, networking, and community outreach • Maintain accurate client information and follow-up activity • Follow applicable licensing, compliance, and industry standards