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We need a Tax-Free Retirement Financial Services Specialist to help clients plan for retirement using indexed universal life (IUL) policies and other tax-advantaged strategies. This role involves conducting financial consultations, educating clients about wealth-building options, and assisting them in choosing plans tailored to their retirement goals. This is a remote, commission-based role with full training provided.
Job Responsibility:
Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends
Requirements:
Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule
Nice to have:
Previous financial services or sales experience is helpful but not required
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