{"schemaVersion":"jobsearcher.job.v1","id":"54de032bf4380e8ce3af651a","url":"https://jobsearcher.com/jobs/54de032bf4380e8ce3af651a","canonicalUrl":"https://jobsearcher.com/jobs/54de032bf4380e8ce3af651a","title":"Remote Financial Services Advisor","description":"Elevate Advisors is a modern financial services company focused on helping individuals, families, and business owners build long-term financial security.We specialize in:* Indexed Universal Life Insurance (IUL)* Final Expense Insurance* Annuities & Retirement Solutions* Wealth Protection StrategiesThrough personalized service, proven systems, and a people-first culture, we help clients make confident financial decisions while creating opportunities for ambitious professionals to grow rewarding careers in financial services.## Role DescriptionWe are hiring a Financial Services Advisor to help clients explore financial protection and retirement planning solutions either remotely or from our Dallas office.Responsibilities include:* Meeting with clients by phone, Zoom, or in person* Understanding client financial goals and protection needs* Recommending insurance and retirement solutions* Following up with prospective and existing clients* Managing activity within our CRM systems* Attending training and mentorship callsThis is a commission-based opportunity with uncapped earning potential, training, mentorship, and growth opportunities.## Qualifications* Strong communication and people skills* Sales or customer service experience preferred* Self-motivated and coachable*Sales Background * Professional and goal-oriented mindset* Life & Health Insurance License preferred (or willingness to obtain one)* Ability to work independently in a remote or office environment","company":"Offr Plus","rawCompany":"offr plus","isRemote":true,"isActive":false,"createdAt":"2026-05-25T09:49:54.194Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"}],"industries":[{"code":"524210","title":"Insurance Agencies and Brokerages","slug":"insurance-agencies-and-brokerages"},{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Remote Financial Services Advisor","description":"Elevate Advisors is a modern financial services company focused on helping individuals, families, and business owners build long-term financial security.We specialize in:* Indexed Universal Life Insurance (IUL)* Final Expense Insurance* Annuities & Retirement Solutions* Wealth Protection StrategiesThrough personalized service, proven systems, and a people-first culture, we help clients make confident financial decisions while creating opportunities for ambitious professionals to grow rewarding careers in financial services.## Role DescriptionWe are hiring a Financial Services Advisor to help clients explore financial protection and retirement planning solutions either remotely or from our Dallas office.Responsibilities include:* Meeting with clients by phone, Zoom, or in person* Understanding client financial goals and protection needs* Recommending insurance and retirement solutions* Following up with prospective and existing clients* Managing activity within our CRM systems* Attending training and mentorship callsThis is a commission-based opportunity with uncapped earning potential, training, mentorship, and growth opportunities.## Qualifications* Strong communication and people skills* Sales or customer service experience preferred* Self-motivated and coachable*Sales Background * Professional and goal-oriented mindset* Life & Health Insurance License preferred (or willingness to obtain one)* Ability to work independently in a remote or office environment","datePosted":"2026-05-25T09:49:54.194Z","dateModified":"2026-05-25T09:49:54.194Z","hiringOrganization":{"@type":"Organization","name":"Offr Plus","sameAs":"https://jobsearcher.com"},"jobLocationType":"TELECOMMUTE","applicantLocationRequirements":{"@type":"Country","name":"US"},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"54de032bf4380e8ce3af651a"},"url":"https://jobsearcher.com/jobs/54de032bf4380e8ce3af651a"}}