We are dedicated to providing seamless and efficient insurance services to clients. We are looking for a detail-oriented Insurance Policy Processor to support our team in handling policy applications, modifications, and record-keeping to ensure a smooth and accurate insurance process. Responsibilities: • Educate families on wealth-building strategies, including private family banking, cash flow management, and financial independence planning. • Guide clients in setting up and optimizing financial structures that align with their long-term goals. • Conduct virtual consultations to assess clients’ financial needs and provide personalized recommendations. • Teach families how to leverage financial tools such as life insurance, savings strategies, and alternative banking methods. • Build and maintain strong client relationships through ongoing education and financial coaching. • Stay informed on financial trends and strategies to better serve clients. Qualifications: • At least 18 years old • No prior financial services experience required-comprehensive training provided! • Passion for helping families achieve financial security and generational wealth. • Strong communication and relationship-building skills. • Self-motivated with the ability to work independently in a remote environment. Compensation: $150,000 at plan commission

• Educate families on wealth-building strategies, including private family banking, cash flow management, and financial independence planning. • Guide clients in setting up and optimizing financial structures that align with their long-term goals. • Conduct virtual consultations to assess clients’ financial needs and provide personalized recommendations. • Teach families how to leverage financial tools such as life insurance, savings strategies, and alternative banking methods. • Build and maintain strong client relationships through ongoing education and financial coaching. • Stay informed on financial trends and strategies to better serve clients.

Compensation:
$150,000 per year