Remote NP/RN or PA Financial Services Specialist

About the Opportunity

We are currently seeking driven and purpose-oriented Nurse Practitioners (NPs), Registered Nurses (RNs) or Physician Assistants (PAs) to join our expanding, fully remote financial services team. This unique opportunity allows you to apply your healthcare experience in a new way—helping individuals and families achieve long-term financial stability through education, protection, and strategic planning.

Our mission centers on empowering clients with knowledge and solutions in areas such as life insurance, college funding, and retirement planning. If you are passionate about making a meaningful impact, value flexibility, and are open to professional growth, we encourage you to explore this opportunity.

Key Responsibilities

• Educate clients on life insurance options, including Term Life, Whole Life, and Indexed Universal Life (IUL) policies
• Develop customized college funding strategies and explain available education planning tools
• Guide clients through retirement planning options, including 401(k) rollovers into IRAs, while maintaining compliance standards
• Conduct comprehensive financial needs analyses to recommend suitable protection and wealth-building strategies
• Build and nurture long-term client relationships through consistent follow-up and support
• Lead virtual consultations, workshops, and educational webinars
• Collaborate with a supportive, mentorship-focused team environment

Qualifications

• Background as a Registered Nurse (RN), Nurse Practitioner (NP) or Physician Assistant (PA) preferred
• Active Life & Health Insurance License (or willingness to obtain with company assistance)
• Prior experience in financial services, insurance, or retirement planning is a plus
• Basic knowledge of financial concepts such as 401(k)s, IRAs, and 529 plans
• Strong communication and presentation skills in a virtual setting
• Self-directed, organized, and comfortable working remotely
• Familiarity with tools like Zoom, Google Meet, and scheduling platforms

What We Offer

• 100% remote work environment with flexible scheduling
• Comprehensive training, mentorship, and ongoing professional development
• Access to a wide range of financial and insurance products
• A collaborative, mission-driven team culture
• Commission-based compensation with performance-based bonuses
• Flexible opportunities: full-time, part-time, contract, or temporary

Take the Next Step

If you’re ready to transition your clinical expertise into a rewarding career that combines purpose, flexibility, and income potential, we invite you to learn more. Schedule a company overview and discover how you can make a lasting impact by helping families secure their financial future.

Pay: $70,364.44 – $120,653.95 per year

Benefits:

• Life insurance
• Retirement plan

Work Location: Remote