Financial Professional

Association for Financial Professionals

. Sell financial retirement and insurance products remotely .

Posted 10/19/2026full-timeRemote • Texas • United StatesSeniorLead💰 $24,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in selling financial retirement and insurance products while providing tailored financial solutions through effective client engagement and relationship building. Proficient in utilizing technology systems to enhance workflow and deliver efficient results.

Highest-signal resume keywords

Financial Need AnalysisRetirement PlanningClient Relationship ManagementFinancial Producer LicensingBusiness Expansion Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement ProductsAnnuitiesRoth Conversions401(k) RolloversDebt ManagementCollege PlanningTax-Deferred StrategiesInvestment PlanningLifetime-Income PlansEstate Planning

Soft Skills

IntegrityAccountabilityCommunicationAdvisory SkillsRelationship Building

Tools & Technologies

Workflow SystemsTechnology Systems

Certifications & Qualifications

State Financial Producer Licensing

Industry Keywords

Financial ServicesRetirement AccountsInsurance ProductsClient GoalsLead Generation

About the role

Key responsibilities & impact

Sell financial retirement and insurance products remotely
Develop Financial Need Analyses (FNA) for clients
Help families, individuals, and business owners protect retirement assets and retirement accounts
Provide college planning, tax-free and tax-deferred index strategies, and debt management services
Advise on annuities, Roth conversions, and 401(k)/IRA rollovers
Support estate and business planning with the advanced planning team
Generate and work hot, warm, and cold leads, including leads through ETHOS
Identify client goals and educate, advise, plan, and design financial solutions
Illustrate and present retirement, investment, college/savings, and lifetime-income plans
Build lasting relationships with clients, business associates, and partners
Expand the business and develop management and leadership capabilities
Use workflow and technology systems to deliver efficient results

Requirements

What you’ll need

Minimum 18 years of age
Legal U.S. resident, citizen, or work permit holder with SSN
Must pass a background check/screening
Must obtain baseline state financial producer licensing
Able to complete licensing requirements within 30 days
No prior experience needed
Accountable with a high level of integrity
Ability to connect with people, identify goals, educate, advise, plan, and design solutions
Ability to illustrate and present retirement, investment, college/savings, and lifetime-income plans
Ability to build client, business-associate, and partner relationships
Ability to expand business, management, and leadership skills
Ability to leverage workflow and technology systems

Benefits

Comp & perks

Excellent free training and mentorship
Leadership and upward advancement opportunities
Legal ownership of book of business and potential generational agency ownership
Equity and beneficiary rights to business and agency (subject to qualification)
Residual income
Passive income
Producer, agency, expansion, and other bonuses
Profit sharing
Paid world travel
Flexible work-from-home arrangement
Uncapped commission income
Yearly renewals