Licensed Financial Professional & Leadership Coach

We are expanding our team of Licensed Life & Health Agents (or those willing to get licensed) to join our fast-growing, remote Financial Services team. This role is ideal for professionals who want flexible hours, uncapped income, and a mission-driven career helping families build long-term financial security.

If you’re entrepreneurial, values-driven, and excited about holistic financial education, you’ll thrive with us.

About Us | Vortex Financial Collective

We are a team of 60+ independent financial professionals across the USA and Canada specializing in:

-Life insurance & advanced insurance solutions

-Retirement strategies

-Estate planning

-Investment advisory (for securities-licensed reps)

-Holistic financial education

We are part of the #1 broker-dealer for women and diversity for 8 consecutive years. Our culture emphasizes collaboration, financial empowerment, personal growth, and long-term wealth building.

What You’ll Do

We provide full training. No prior financial experience required.

You will learn to:

Meet with clients via Zoom to understand goals and develop personalized financial strategies

Offer insurance-based solutions (life, health, retirement, long-term care)

If securities-licensed: support clients with investment strategies

Build long-term client relationships through ongoing communication and follow-up

Use modern digital tools to manage cases, client files, and product solutions

Implement strategies in areas such as protection planning, debt management, cash flow analysis, and asset growth

Daily activities may include:

Scheduling virtual consultations

Creating strategies to help clients meet their financial goals

Attending twice-weekly training on products + business development

Following up with clients and submitting applications

What We Offer

Remote, flexible schedule (start part-time if needed)

Uncapped commission income with bonuses (if Life/Health licensed)

AUM (assets under management), residuals, and trails income with bonuses (if securities-licensed)

Business ownership pathway with team-building revenue

Comprehensive training and mentorship

Bi-annual conventions + leadership retreats

Supportive, purpose-driven culture

Qualifications

O'ahu Licensed Agents (Priority):

Active Life & Health insurance license in your state

Securities licenses (6, 7, 63, 65, or 66) are a plus but not required

Experience in insurance, finance, coaching, teaching, or sales is helpful, not required

Unlicensed Applicants (Welcome):

Willing to obtain Life/Health license with our guidance

Ability to pass a background check

All Applicants Must Have

Strong communication skills

Professional appearance on Zoom

Laptop with camera

Commitment to ongoing training

Citizenship in the U.S. or Canada or work visa

Bonus: Compensation

This is a commission-based role with no income ceiling.

Average income for Years 1–3: $50,570–$88,880

High performers and multi-license agents: six figures+

Leadership roles and bonuses available

Flexible hours

Part-time or full-time

Training includes two weekly scheduled Zooms

Work Location: Remote

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

Pay: $50,000.00 - $90,000.00 per year

Work Location: Remote