We’re looking for confident, fast-learning individuals who are passionate about helping others make smart retirement decisions. This is a client-facing role, ideal for someone who is professional, articulate, and eager to grow with a purpose-driven team.
Start in a way that fits your life — whether as a part-time, hourly, internship, or project-based role. For the right candidate, this position can evolve into a full-time, salaried opportunity with equity ownership based on performance and impact. Your success is rewarded as our firm grows.
What You’ll Do:
Conduct client fact-finding and discovery sessions
Explain retirement concepts, strategies, and help map out their financial picture
Coordinate high-value client meetings with our senior partner
Use CRM tools to manage and follow up with clients
Requirements:
Strong verbal communication and presentation skills
Professional demeanor and ability to build trust with clients
Comfortable using Zoom and working in a remote/virtual setting
Life Insurance License in Wyoming is a plus (but not required — we’ll cover the cost and support you in getting licensed within 3 weeks)
This is more than just a job — it’s a chance to become part of a mission-driven company that values transparency, client success, and long-term growth. If you're ready to make a difference and grow your career, we’d love to talk. Please reply with your resume and cover letter why this opportunity will make you a perfect candidate with real world based evidence, situations or events which reinforce your qualities.
