Remote Financial Services Advisor

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