Client Services Trainee – Insurance & Financial Services (Remote)

Job Summary

Simmons Consulting is hiring motivated individuals for a Client Services Trainee role within the financial services industry. This entry-level position is ideal for professionals with backgrounds in healthcare, customer service, education, or caregiving who are looking to transition into a career focused on helping families make informed financial decisions. No prior financial experience is required. Training and licensing support are provided.

This position is focused on training, education, and licensing preparation. Trainees participate in a self-paced, fully remote training program designed to introduce insurance fundamentals, financial education concepts, and regulatory requirements. No insurance sales or regulated financial activities occur prior to obtaining the required license(s), as mandated by law.

This role is structured as a 1099 independent contractor position. Compensation is commission-based and becomes available only after required licensure and authorization, in accordance with applicable regulations. This position does not guarantee licensure, income, or future authorization to conduct insurance sales.

Role Responsibilities (Training & Pre-Licensing Focus)

• Complete self-paced training modules covering insurance fundamentals
• Learn financial education concepts related to budgeting, risk management, and long-term planning
• Study state insurance regulations, compliance standards, and ethical requirements
• Prepare for the state Life Insurance licensing examination
• Learn insurance application, documentation, and onboarding processes
• Observe licensed insurance agents and financial services professionals to understand compliant practices

No insurance sales, investment recommendations, or client solicitation occur prior to proper licensure.

Training & Licensing Information

• No prior insurance or financial services experience required
• Training is fully remote and self-paced
• Licensing preparation resources and guidance are provided
• A state-issued Life Insurance license is legally required before conducting insurance sales
• Any regulated insurance or financial activities require appropriate licensure and authorization

Compensation

• Commission-based compensation after licensure only
• No salary, hourly wages, stipends, draws, or guaranteed income
• Commission structure is disclosed after licensing and authorization

Work Structure

• Fully remote
• Independent contractor status (1099)
• Contractors manage their own training pace and schedule
• No guaranteed hours

Qualifications

• Must be at least 18 years of age
• Background check required
• Willingness to obtain required state insurance licensure
• Interest in insurance and financial services
• Comfortable working independently in a self-directed learning environment

About Simmons Consulting

Simmons Consulting is a licensed insurance and financial services firm operating in compliance with applicable state regulations. The firm provides insurance solutions through properly licensed professionals.

Job Types: Full-time, Part-time, Contract

Pay: $82,000.00 - $110,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance
• Work from home

License/Certification:

• Life & Health Insurance License (Preferred)

Location:

• United States (Required)

Work Location: Remote