Licensed Financial Professional @The Broker Group - MB Financial

Licensed Financial Professional
Licensed Financial Professional
Part-time @The Broker Group - MB Financial
๐Ÿ“ Orinda, CA
โœ๏ธ 1 day ago
Description
This is a remote position for a Training Associate. An independent financial planner specializing in insurance-based financial solutions designed to support long-term financial security. Provides guidance on Indexed Universal Life Insurance, Fixed Indexed Annuities, and Long-Term Care Insurance, helping individuals and families protect assets, create tax-efficient income strategies, and plan for future healthcare needs.

Also assists clients with foundational estate planning strategies, using tools such as Living Trust and Beneficiary Designations to help preserve wealth and simplify wealth transfer.

Compensation
Performance-based compensation (commission + bonuses)
Typical first-year earnings range: $60,000 - $120,000+ depending on production
Flexible schedule and remote work options

Benefits
Flexible work schedule
Training and mentorship
Access to multiple insurance carriers and product solutions
Opportunity to build a long-term client practice

Qualifications
Health & Life License - company will help with licensing and training
Strong interpersonal skills to build relationships and effectively engage with diverse audiences
Excellent communication and presentation skills, both verbal and written
Ability to adapt and work independently in a remote environment
Experience with virtual training platforms and tools is a plus
High School Diploma Requested - Current College Students welcome to apply
Ready to apply? โคต
Licensed Financial Professional
Part-time @The Broker Group - MB Financial
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