Financial & Annuity/Life Insurance Professional

Association for Financial Professionals

Remote Financial Professional offering unlimited earning potential and flexible schedule. No experience required, comprehensive training provided for motivated individuals.

Posted 5/20/2026part-timeRemote • California • 🇺🇸 United StatesSeniorLead💰 $12,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Educate and Develop Financial Need Analysis (FNA) for Clients
Place families, individuals, and business owners in a financial position of advantage for some of the following: 1. Protect Assets/Funds 2. Build and Leave a Legacy 3. Index Strategies 4. Debt Management Services 5. Estate Planning with our legal team
Conduct all client appointments and training on the Zoom platform
Assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business

Requirements

What you’ll need

Must pass a background check (No Felonies)
Must have or be able to obtain a U.S Social Security Number
Must currently reside in the United States during the initial for the process (Hiring-License)
Must be 18+ years old (This is a Federal Requirement)

Benefits

Comp & perks

Unlimited Earning Potential
Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
Free Training provided
Own your book of business, agency ownership, equity, and beneficiary to your business and agency
Free performance-based world trips for those who qualify

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial Need AnalysisDebt Management ServicesEstate PlanningIndex Strategies

Soft Skills

Client EducationTrainingCommunication