Aspire Capital, a leading financial services and insurance agency, is seeking a motivated Financial Planning Strategist to join our remote team serving the Dallas, TX area. This is a great opportunity for enterprise-minded individuals eager to thrive in both the insurance and financial industries. At Aspire Capital, we foster collaboration, professional growth, and client-focused service, creating a supportive environment where your success truly matters. No prior experience is required as we provide world-class training! As a Financial Planning Strategist, you’ll have the opportunity to build meaningful, long-term relationships with clients, assess their insurance and financial needs, and provide tailored solutions to help protect their assets. But this role goes beyond traditional sales. You’ll also have the chance to develop and nurture your brokerage/agency using our company’s proven platform. Through our guidance and mentorship, you can develop thriving business and leadership opportunities. This isn’t just a strategist role—it’s a pathway to business leadership in one of the most productive industries in the world. If you’re driven, self-motivated, and passionate about helping others, we want to hear from you! Aspire Capital offers the flexibility of working remotely , allowing for a balanced and fulfilling career while you work toward your goals. Join us in making a meaningful impact on people’s financial futures while creating a path to success. Apply now to become part of something great! In order to be considered for this position, you must lawfully reside in the United States and submit to a soft background check. Income Model: • 100% Performance-Based - with the ability to earn passive income with our agency-building model. • Earnings Potential: Upscale income per client. • Residual Income: Earn residual income on annual client contract anniversaries. • Passive Income: Build a passive income base through agency development. • Ownership: Gain equity assets. • Bonuses: Eligibility for additional bonuses. Responsibilities: • Ensure consistent communication with clients to address any updates, policy changes, or additional needs, while maintaining high customer satisfaction. • Develop strong, long-term relationships with clients by understanding their insurance and financial needs, and providing personalized solutions. • Conduct thorough assessments of clients' financial and insurance requirements, and recommend appropriate products that protect their assets and future. • Receive mentorship and training on becoming a successful insurance producer. Learn about advanced sales strategies, market research, and the ins and outs of running a brokerage. • Understand clients' needs through consultations and recommend policies that suit their unique circumstances. Qualifications: Requirements: • Legal U.S. resident , citizen, and hold a valid SSN. • A soft background check is required. An enthusiastic spirit is essential. Preferred Qualities: We are looking for individuals who possess the following qualities and mindset: • Integrity and Honesty: You lead your life with strong ethical principles. • Mission-Driven: You genuinely believe in and support our mission and values. • Leadership Potential: You either have experience as a leader or are eager to develop leadership skills.Personal Growth: You are constantly striving for self-improvement and development. • Self-motivated and Goal-Oriented: You are a proactive self-starter with a focus on achieving goals. Work Style: • Ability to work independently while also being an effective team player. Compensation: $125,000 at plan yearly

• Ensure consistent communication with clients to address any updates, policy changes, or additional needs, while maintaining high customer satisfaction. • Develop strong, long-term relationships with clients by understanding their insurance and financial needs, and providing personalized solutions. • Conduct thorough assessments of clients' financial and insurance requirements, and recommend appropriate products that protect their assets and future. • Receive mentorship and training on becoming a successful insurance producer. Learn about advanced sales strategies, market research, and the ins and outs of running a brokerage. • Understand clients' needs through consultations and recommend policies that suit their unique circumstances.