About Us
We are a financial services firm focused on client education, not high‑pressure sales. Associates meet with individuals and families, explain simple financial concepts, and help them choose life insurance and retirement solutions that fit their goals.
No experience required. Training and licensing support provided.
No cold calling or purchased leads. Relationship‑based client work.
Key Responsibilities
- Meet with individuals and families to discuss financial goals
- Provide clear education on life insurance and retirement concepts
- Help clients evaluate options and choose suitable solutions
- Maintain ongoing client relationships and follow‑up support
- Participate in weekly training and professional development
- Work within a mentorship‑driven team environment
- Engage in relationship‑based client acquisition supported by mentorship and proven education systems
- Build trust‑based client relationships through authentic communication and community connections
- No cold calling or purchased leads — our approach is education‑based and relationship‑focused
What We’re Looking For
- Strong communication skills
- Comfort working with people
- Interest in financial literacy and helping others
- Professional, dependable, and growth‑minded
- Ability to learn new concepts
- Willingness to obtain a state life insurance license (we provide guidance)
- Individuals who value autonomy, flexibility, and relationship‑driven work
Training & Development
- Licensing preparation and support
- Step‑by‑step mentorship
- Weekly training sessions
- Clear advancement pathways
- Optional leadership development track
Pay: $40,000.00 - $80,000.00 per year
Application Question(s):
- This role typically takes 6–12 months of consistent part-time effort before it replaces a full-time income. Knowing that, what is drawing you to build something long-term over getting paid quickly?
Work Location: Hybrid remote in Overland Park, KS 66212
