Note: The job is a remote job and is open to candidates in USA. Sphinx Life Solutions is an independent insurance agency representing life insurance and financial products from multiple insurance carriers. The Financial Advisor will remotely meet with individuals and families who have requested insurance information, help them understand coverage options, recommend suitable products, and build a book of business.
Responsibilities
- Meet with individuals and families who have requested information about insurance coverage — no cold calling
- Help clients understand their options, recommend coverage based on their individual needs, and build meaningful relationships as you develop your book of business
- Help clients protect their families, futures, and legacies through solutions including Mortgage Protection, Term and Whole Life Insurance, Final Expense products, Retirement planning, and Advanced Market products including Indexed Universal Life Products (IUL’s) as well as Annuities
Skills
- Integrity: This is a big one for us. We believe in doing the right thing for our clients and for each other — even when it isn't the easiest thing to do. We're looking for people who share those values and hold themselves to a high standard of honesty, professionalism, and ethics
- Strong work ethic: You understand that success is built through consistency, effort, and personal accountability — and that your results are directly connected to the work you put in
- Coachable and eager to learn: You're humble, open to feedback, and willing to learn and follow proven systems
- Entrepreneurial mindset: You're a self-starter, problem solver, and motivated by the opportunity to build and grow your own business
- Strong communication and people skills
- Comfortable working independently, managing your time, and staying accountable without constant supervision
- Access to a computer, personal phone, reliable internet, and a quiet workspace for meeting with clients remotely
- A Life & Health Insurance License is required before working with clients
- Must be able to qualify to obtain a Life & Health Insurance license (clear background check—no felonies or recent bankruptcies)
- Applicant must be a US Citizen for licensing requirements
Benefits
- Access to a lead system designed to connect agents with individuals and families who have expressed interest in coverage
- A structured onboarding program to help you get started
- Ongoing training, coaching, and one-on-one mentorship from our leadership team and experienced agents
- Access to a broad portfolio of products from 30+ highly rated insurance carriers
- Performance bonuses
- Remote flexibility and the ability to build your schedule around your goals
- The opportunity to become licensed in and serve clients across multiple states as you grow your business
- Opportunities for leadership development and a path to Full Agency Ownership
- A supportive, growth-oriented team culture that values people, integrity, and work-life balance
- Guidance through the entire Life & Health Insurance licensing process
- Hands-on mentorship, proven systems for success, and a strong emphasis on work-life balance
Company Overview