Remote Financial Solutions Associate

Position Overview
Advantage Brokers is seeking motivated individuals interested in developing a career in financial services. This remote role focuses on client education, financial needs discussions, and helping clients evaluate appropriate insurance and financial solutions based on their goals and needs.

Prior financial-services experience is not required. Training, mentorship, and ongoing team support are provided. Candidates from a variety of professional backgrounds are welcome to apply.

This position offers part-time or full-time scheduling flexibility and requires consistent participation in training, professional development, and client-facing activities.

Responsibilities
As a Financial Solutions Associate, you will:

• Participate in weekly training and professional-development meetings covering financial concepts, products, compliance, and client-service practices.
• Meet virtually with prospective and existing clients to understand their financial goals and needs.
• Educate clients about available financial and insurance products for which you are appropriately licensed.
• Assist clients with strategies related to retirement preparation, education planning, wealth protection, long-term care, final-expense planning, and other financial goals.
• Work with experienced team members and trainers to review client cases and receive ongoing guidance.
• Maintain appropriate client records and follow applicable carrier, licensing, and compliance requirements.
• Develop and maintain client relationships through professional outreach, referrals, educational events, and other approved business-development activities.
• Complete ongoing training and remain current on applicable products and industry requirements.

About Advantage Brokers
Advantage Brokers operates within the financial-services industry and works with established insurance and financial-product providers. Associates have access to training, mentorship, technology, marketing resources, and professional-development opportunities.

Our carrier relationships provide access to products from companies including Mutual of Omaha, North American, Corebridge, and others, subject to licensing, appointments, product availability, and individual client needs.

Compensation & Work Arrangement
This is a performance-based, commission-only position and does not include a guaranteed hourly wage or salary.

Compensation is earned based on completed and eligible client business and may vary significantly depending on individual activity, production, product type, carrier requirements, and other factors. Bonus opportunities may be available based on applicable production requirements.

Schedule: Part-time or full-time; approximately 10–30 hours per week depending on individual availability and business activity.

Work setting: Remote/client-facing.

Because compensation is performance-based, earnings are not guaranteed.

Training & Professional Development
Associates receive access to:

• Initial and ongoing product training
• Weekly team development sessions
• Mentorship and case support
• Client-development and marketing resources
• Educational seminar opportunities
• Professional-development and leadership training

Regular team training is held Tuesdays and Saturdays. Consistent participation is expected, although scheduling conflicts may be discussed with the team.

Licensing
An applicable state insurance license is required before conducting licensed activities or earning compensation from licensed product sales.

Candidates who are not currently licensed will receive guidance regarding the licensing process and requirements.

Obtaining a license does not guarantee earnings or continued engagement.

Qualifications
Candidates should:

• Be at least 18 years old.
• Be legally authorized to work in the United States.
• Be able to satisfy applicable licensing and background requirements.
• Demonstrate professional communication and interpersonal skills.
• Be comfortable communicating with clients virtually.
• Be willing to learn financial and insurance concepts.
• Be receptive to coaching and feedback.
• Be capable of working independently and managing their schedule.
• Maintain a professional environment during client and team meetings.

Previous experience in finance, insurance, banking, sales, customer service, education, healthcare, retail, or hospitality may be helpful but is not required.

Virtual Work Expectations
Associates are expected to maintain a professional environment during scheduled virtual meetings and client appointments. This includes appropriate attire, a professional or neutral background, limited distractions, and reliable participation.

Position Details
Job Types: Part-time, Full-time
Work Location: Remote
Expected Hours: Approximately 10–30 per week
Compensation: Commission only; no guaranteed hourly wage or salary
Additional Compensation: Performance-based bonus opportunities where applicable

If you’re interested in developing financial-services knowledge, working directly with clients, and building experience in a performance-based environment, apply today.