We are hiring for a remote financial services role focused on life insurance and client education. This is not a clinical position. Candidates with nursing, healthcare, or patient education experience are encouraged to apply because of their strength in client communication, trust-building, and needs assessment.
Responsibilities
Conduct remote consultations to assess client protection needs
Educate clients on life insurance products, including Term, Whole Life, and Indexed Universal Life, in accordance with licensing and company compliance standards
Provide general education on college funding and retirement planning topics within the scope of the role and applicable licensing requirements
Maintain accurate records and follow company policies and regulatory requirements
Build long-term client relationships through follow-up and ongoing service
Participate in training, team meetings, and virtual client appointments
Qualifications
Active Life & Health Insurance License, or ability to obtain before working with clients
Nursing (RN/NP), healthcare, case management, or patient education background preferred
Insurance sales or client-facing financial services experience preferred
Strong communication and presentation skills in virtual settings
Comfortable using Zoom, Google Meet, and online scheduling tools
Organized, self-directed, and comfortable working remotely
Work Arrangement and Compensation
Employment type: Flexible hours
Location: Remote - United States
Compensation: Commission compensation. No base salary.
Training and mentorship provided
Join us if you're ready to bring your healthcare expertise into a vibrant financial services role that makes a meaningful difference! We're committed to supporting your professional growth while providing an engaging environment where your skills truly shine.
Job Types: Full-time, Part-time
Benefits:
Flexible schedule
Work Location: Remote
Pay: $2,000.00 - $10,000.00 per month
Job description:
About the Role
We are hiring for a remote financial services role focused on life insurance and client education. This is not a clinical position. Candidates with nursing, healthcare, or patient education experience are encouraged to apply because of their strength in client communication, trust-building, and needs assessment.
Responsibilities
Conduct remote consultations to assess client protection needs
Educate clients on life insurance products, including Term, Whole Life, and Indexed Universal Life, in accordance with licensing and company compliance standards
Provide general education on college funding and retirement planning topics within the scope of the role and applicable licensing requirements
Maintain accurate records and follow company policies and regulatory requirements
Build long-term client relationships through follow-up and ongoing service
Participate in training, team meetings, and virtual client appointments
Qualifications
Active Life & Health Insurance License, or ability to obtain before working with clients
Nursing (RN/NP), healthcare, case management, or patient education background preferred
Insurance sales or client-facing financial services experience preferred
Strong communication and presentation skills in virtual settings
Comfortable using Zoom, Google Meet, and online scheduling tools
Organized, self-directed, and comfortable working remotely
Work Arrangement and Compensation
Employment type: Flexible hours
Location: Remote - United States
Compensation: Commission compensation. No base salary.
Training and mentorship provided
Join us if you're ready to bring your healthcare expertise into a vibrant financial services role that makes a meaningful difference! We're committed to supporting your professional growth while providing an engaging environment where your skills truly shine.
Job Types: Full-time, Part-time
Benefits:
Flexible schedule
Work Location: Remote
What You'll Do
Conduct remote consultations to assess client protection needs
Educate clients on life insurance products, including Term, Whole Life, and Indexed Universal Life, in accordance with licensing and company compliance standards
Provide general education on college funding and retirement planning topics within the scope of the role and applicable licensing requirements
Maintain accurate records and follow company policies and regulatory requirements
Build long-term client relationships through follow-up and ongoing service
Participate in training, team meetings, and virtual client appointments
