NP/RN Financial Specialist

Company Overview

We are seeking a motivated and knowledgeable Financial Services Specialist to join our remote team. In this role, you'll work directly with clients to provide guidance on life insurance, college planning, and 401(k) rollovers. Our mission is to help individuals and families achieve long-term financial security through personalized strategies and trusted advice.
If you're passionate about helping others, skilled in financial services, and thrive in a remote environment, we'd love to hear from you.
Key Responsibilities

Educate clients on life insurance solutions, including term, whole, and indexed universal life policies.
Provide tailored strategies for college savings plans and other education funding options.
Assist clients in 401(k) rollovers into IRAs or other retirement products, ensuring full regulatory compliance.
Build and maintain long-term relationships through ongoing communication, reviews, and service.
Conduct financial needs analyses to match clients with the right protection and investment solutions.
Host educational webinars, virtual consultations, or remote workshops to expand outreach and awareness.
Qualifications & Skills
Life & Health Insurance License
Experience in insurance sales, retirement planning, or financial services is highly preferred.
Understanding of 401(k)s, IRAs, 529 plans, and other financial products.
Strong communication and presentation skills in a virtual environment.
Self-driven, organized, and comfortable working remotely.
Must know to operate (Zoom, Google Meet, etc.).

Ready to Make a Difference? Let's help families secure their futures with confidence. Schedule your company overview to start your journey in a rewarding and flexible financial services career.

Job Types: Full-time, Part-time

Location: Remote

100% remote work flexibility.
Ongoing training and mentorship to support your professional growth.
Access to a wide range of financial and insurance products.
Collaborative, mission-driven team culture.
Commission-based compensation with performance bonuses.

Job Types: Full-time, Part-time, Contract, Temporary

Pay: $60,000.00 - $120,000.00 per year

Expected hours: No more than 20.0 per week

Benefits:

Flexible schedule

Work Location: Remote

Legacy Life Service

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NP/RN Financial Specialist