Note: The job is a remote job and is open to candidates in USA. Savage Wealth Strategies helps families build wealth through retirement plans, protection strategies, and multi-generational legacies. The Independent Financial Strategist meets with clients, develops personalized financial plans, explains financial concepts, conducts annual reviews, and builds long-term client and referral relationships while maintaining compliant records.
Responsibilities
- Meet with clients virtually to understand their goals
- Build personalized retirement, protection, and wealth-building plans using life insurance, annuities, and retirement solutions
- Explain financial concepts in plain, honest language
- Conduct annual reviews to keep each client’s plan on track as their life changes
- Build long-term relationships and referral networks
- Keep clean, compliant records
Skills
- You want to own your income, not wait for a raise
- You're self-motivated and don't need a boss watching the clock
- You genuinely care about helping families get ahead
- You're coachable and committed to growing every week
- You hold high ethical standards
- Life & Health license, or willingness to obtain one (we'll guide you)
- Strong communication skills and a professional presence
- Self-discipline and organization to work independently
- Finance experience, a degree, or certifications (CFP, ChFC) are a plus, not a must
Benefits
- Uncapped, commission-based earning potential
- Work from anywhere, on your schedule
- Hands-on training and mentorship, even if you’re new to the industry
- Licensing guidance and support
- Leadership opportunities as you grow
Company Overview