Vortex Financial Group offers a remote, flexible role with comprehensive training and ongoing mentorship, plus multiple pathways to grow income through commissions, residuals, trails, and leadership. You will receive product and business development coaching through structured sessions, with additional bi-annual conventions and leadership retreats.
This position supports both part-time and full-time schedules and includes an opportunity for long-term career development, including a business ownership pathway with team-building revenue. Compensation is commission-based with no income ceiling, and performance can scale further for licensed professionals.
What You’ll Do
In this role, you’ll meet clients virtually to understand goals and build personalized financial strategies. Using Zoom and digital case tools, you will manage client information, complete applications, and keep relationships moving through consistent follow-up.
- Schedule and run virtual consultations to understand clients’ needs
- Create personalized financial strategies aligned to client goals
- Provide insurance-based solutions including life, health, retirement, and long-term care
- If securities-licensed, support investment strategies for clients
- Implement planning activities such as protection planning, debt management, cash flow analysis, and asset growth
- Use digital tools to manage cases, applications, and client files
- Follow up with clients and submit required applications
Training is scheduled twice per week via Zoom, covering both products and business development.
What You’ll Learn
- How to meet with clients via Zoom and develop tailored financial strategies
- How to offer insurance-based solutions across life, health, retirement, and long-term care
- How to support investment strategies when securities licensing is in place
- How to build and sustain long-term client relationships through ongoing communication
- How to use digital tools for case management, applications, and client file organization
- How to apply strategies across protection planning, debt management, cash flow analysis, and asset growth
Compensation
This is a commission-only role with no income ceiling. Average income during Years 1 to 3 is listed as $50,570 to $88,880. High performers and multi-license agents can earn six figures+, and leadership roles and passive income options are available. Securities-licensed representatives may also access AUM, residuals, and trails income.
Schedule
Work is remote with flexible hours and both part-time or full-time options. Two scheduled Zoom training sessions occur each week.
Requirements
- Active Life & Health license in your state
- Securities licenses (6, 7, 63, 65, or 66) are a plus
- Experience in insurance, finance, coaching, teaching, or sales is helpful but not required
- Willingness to obtain Life/Health licensing with guidance
- Ability to pass a background check
- Strong communication skills
- Laptop with camera
- Commitment to ongoing training
- U.S. or Canada citizenship or a work visa
Benefits and Culture
- Remote work with a flexible schedule
- Uncapped commission income with bonuses
- Business ownership pathway with team-building revenue
- Comprehensive training and mentorship
- Bi-annual conventions plus leadership retreats
- Supportive, purpose-driven culture
- Employee discount
- Financial planning services
- Professional development assistance
- Referral program
