📍 Work From Home | 🙌 Background Friendly | 🎓 No Degree Required
We’re looking for friendly, coachable, and motivated individuals to join our team as Customer Engagement Specialists . In this role, you’ll help individuals and families learn how to protect their future through financial tools like life insurance, retirement planning, mortgage protection, college savings, and more.
This is an entry-level, remote opportunity. If you’re passionate about helping others, open to learning, and ready to grow—we’ll provide all the training and mentorship you need to succeed.
Guide clients through simple steps to understand and protect their financial future.
Answer basic questions and connect clients with licensed financial professionals.
Learn and share information about life insurance, retirement, legacy planning, and more.
Follow up with clients, book appointments, and maintain strong communication.
Attend virtual team training and development meetings.
A strong desire to help people and make a difference.
Reliable internet and ability to work from home.
Willingness to learn and complete state licensing (we help you with this!).
A friendly, professional attitude.
No degree or prior experience required.
Background-friendly opportunity (we believe in second chances).
100% commission-based with weekly pay and bonuses .
Earning potential: $50,000–$150,000+ annually (based on performance).
Advancement and leadership opportunities available.
100% remote – work from anywhere.
Make a real impact helping families plan for their future.
Flexible schedule – full-time or part-time.
Comprehensive training and ongoing mentorship.
Supportive, positive team culture.
No experience? No problem. Just bring the right attitude—we’ll help with the rest. Apply today to schedule a quick virtual overview and see if it’s a fit!
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