Global Wealth + Wellness · 1 day ago
Smart Money Moves for a Secure Future.
United States
Full-time
Remote
Entry, Mid LevelGlobal Wealth + Wellness is expanding its financial services team and is seeking ambitious professionals to help clients secure their financial futures. The role involves meeting with clients to understand their goals, designing strategies using Indexed Universal Life and annuities, and educating clients on financial concepts.
Insurance
Hiring Manager
Valentine "Val" Holmes
Responsibilities
Meet with clients to understand their retirement, income, and legacy goals
Design strategies using IUL and annuities to provide protection, growth potential, and tax-efficient income
Educate clients on concepts like compound growth, downside protection, and generational wealth transfer
Build a book of business, with the opportunity to mentor others and grow a team over time
Qualification
Required
Financial Professional – Indexed Universal Life, Annuities & Legacy Planning
Ambitious professionals (experienced and entry-level) who want to build a long-term career helping business owners and families secure their financial futures
Trained in advanced strategies that use Indexed Universal Life (IUL) and annuity solutions
Meet with clients to understand their retirement, income, and legacy goals
Design strategies using IUL and annuities to provide protection, growth potential, and tax-efficient income
Educate clients on concepts like compound growth, downside protection, and generational wealth transfer
Build a book of business, with the opportunity to mentor others and grow a team over time
Coachable, self-driven professionals who are serious about financial independence
Individuals interested in retirement planning, income strategies, and legacy/estate planning
Preferred
Background in finance, business, tax, accounting, or sales is a plus
Benefits
Full training, licensing support, and ongoing mentorship.
Flexible work structure (remote/hybrid options where permitted).
Leadership and team-building opportunities as you advance.
High-income potential with a residual/renewal-based compensation model.
Company
Global Wealth + Wellness
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase