Financial Protection Specialist

Financial Protection Specialist

Company: Wealth For Generations – Experior Financial Group
Location: Remote
Job Type: Full-time
Compensation: Commission-Based (Average $50,000 – $100,000 per year)
We welcome applicants from all backgrounds, including those with prior criminal records.

Our Mission

At Wealth For Generations, we are dedicated to empowering families through comprehensive financial literacy. Our mission is to provide the knowledge and tools needed for families to achieve lasting financial stability and success — ensuring these benefits extend across generations. We believe in the transformative power of financial education and deliver these insights with professionalism, agility, and a genuine passion for helping others build a brighter, more secure future.

About the Role

We are seeking a Financial Protection Specialist to join our growing team within the financial services industry. This role focuses on helping families create and preserve generational wealth through personalized life insurance solutions and financial education.

We provide full training, mentorship, and weekly product knowledge sessions to help you succeed and grow as a financial professional and team leader.

Key Responsibilities

Understand each client’s unique financial goals and develop customized life insurance strategies.

Educate families on the value, benefits, and features of life insurance products.

Guide clients through the application and underwriting process with professionalism and care.

Build and maintain long-term client relationships through consistent communication and trust.

Stay informed about the latest industry products, regulations, and financial trends.

Lead, train, and inspire team members toward achieving company objectives and sales goals.

Participate in daily financial literacy and personal development exercises to sharpen your knowledge and leadership skills.

Collaborate with colleagues to ensure excellence in client service and organizational growth.

Qualifications

High school diploma or equivalent (Bachelor’s degree in finance, business, or a related field preferred).

Life Insurance License required (must obtain if not yet acquired).

Prior experience in financial services, sales, or customer relations is an asset.

Exceptional communication and interpersonal skills.

Strong ability to explain complex financial concepts clearly and confidently.

Self-motivated, proactive, and capable of leading a team effectively.

Detail-oriented with strong organizational and time-management skills.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).

Skills & Attributes

Excellent communicator and active listener

Strong leadership and team-building mindset

Goal-driven, self-disciplined, and eager to learn

Passionate about empowering families through education and protection

Why Join Us

At Wealth For Generations, we don’t just sell policies — we build legacies. You’ll have the opportunity to make a real difference in people’s lives while developing personally and professionally in a supportive, collaborative environment.

If you’re driven, compassionate, and ready to grow a rewarding career in financial protection, we’d love to meet you.