Remote Financial Services Specialist (Healthcare Professionals – RN/NP preferred)

About the Role

We are hiring for a remote financial services role focused on life insurance and client education. This is not a clinical position. Candidates with nursing, healthcare, or patient education experience are encouraged to apply because of their strength in client communication, trust-building, and needs assessment.

Responsibilities

• Conduct remote consultations to assess client protection needs
• Educate clients on life insurance products, including Term, Whole Life, and Indexed Universal Life, in accordance with licensing and company compliance standards
• Provide general education on college funding and retirement planning topics within the scope of the role and applicable licensing requirements
• Maintain accurate records and follow company policies and regulatory requirements
• Build long-term client relationships through follow-up and ongoing service
• Participate in training, team meetings, and virtual client appointments

Qualifications

• Active Life & Health Insurance License, or ability to obtain before working with clients
• Nursing (RN/NP), healthcare, case management, or patient education background preferred
• Insurance sales or client-facing financial services experience preferred
• Strong communication and presentation skills in virtual settings
• Comfortable using Zoom, Google Meet, and online scheduling tools
• Organized, self-directed, and comfortable working remotely

Work Arrangement and Compensation

• Employment type: Flexible hours
• Location: Remote – United States
• Compensation: Commission compensation. No base salary.
• Training and mentorship provided

Join us if you’re ready to bring your healthcare expertise into a vibrant financial services role that makes a meaningful difference! We’re committed to supporting your professional growth while providing an engaging environment where your skills truly shine.

Job Types: Full-time, Part-time

Pay: $2,000.00 – $10,000.00 per month

Expected hours: 3.0 – 40.0 per week

Benefits:

• Flexible schedule

Work Location: Remote