Financial Solutions Architect

About the Role

Key Responsibilities

• Sell wills and trusts directly to clients, leveraging training provided.
• Build relationships with families and communities to serve their financial needs.
• Participate in top-notch training in life insurance and advanced financial products.
• Work remotely or locally in the San Jose/Gilroy area, maintaining a flexible schedule.

Requirements

• A strong work ethic and teachable spirit.
• A desire to serve families and communities.
• A faith-driven mindset; believers are encouraged to apply.
• Sales or networking experience is helpful but not required.

Nice to Have

• Experience in sales or networking.

Qualifications

• No formal qualifications or licenses required to start.

Benefits & Perks

• High commissions ranging from 50% to 120% (for licensed agents).
• No license needed to start selling wills and trusts.
• Access to top-notch training in life insurance and advanced products.
• Remote-friendly and flexible work environment.
• Opportunity to build a legacy-focused business.