Are you passionate about making a difference in people’s lives? We're looking for purpose-driven individuals to join our growing team dedicated to helping families dream again, grow their wealth, and protect their legacy.
We believe that true success comes from a life lived in balance and abundance. That’s why our mission is to see others experience OVERFLOW—overflowing in purpose, finances, and legacy—by: Offering Variety through Education for Retirement Empowering Financial Freedom and Legacy Building for Overflow Wealth
If you're ready to be part of something meaningful, where your work truly changes lives and helps build overflowing wealth, let’s talk!
Role Description:
This is a fully remote role with flexible full-time or part-time opportunities. As a Financial Services Professional, you’ll provide financial services, develop retirement strategies, and guide clients toward their long-term financial goals.
Key Responsibilities:
Educate clients on financial principles and empower them to make informed decisions
Build and maintain strong, trust-based client relationships
Qualifications:
Passionate about serving others and making a generational impact
Self-motivated with strong communication and interpersonal skills
Licensed (or willing to become licensed) in life/health insurance and/or securities
No experience needed, job training provided
Pass company, state, and federal background checks
Previous experience in financial services, sales, or coaching is a plus
Submit resume
