Life & Health Insurance License

Life & Health Insurance License Finance Jobs

2 jobs found

1d ago

Licensed Life Insurance Agent/Financial Consultant

Armed Forces Benefits Network Colorado Springs, CO

Colorado Springs, CO

1d ago

$65k - $85k/yr Full time Advisor Client Relations Client Service

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Job Description

The Licensed Life Insurance Agent/Financial Consultant role supports clients through face-to-face consultations in the Colorado Springs area using pre-scheduled appointments and commission-based compensation. The position includes a structured local sales model and a defined path to management for strong performers.

Location and Work Model

Location: Colorado Springs, CO 80910
Work arrangement: Hybrid (remote not indicated)
Base access requirement: Are you able to get on Fort Carson? Base access is required for this role

Compensation

Pay type: Commission
Salary range: USD 65,000 - 85,000 per year

Schedule

Hours per week: 25–40 hours
Typical availability: primarily afternoons and evenings

Key Responsibilities

Conduct face-to-face appointments within the local area; no travel required
Serve a defined niche market with pre-scheduled appointments
Provide coverage and guidance using competitive, simplified-issue products
Operate without cold calls and without door-to-door sales
Utilize free leads provided for the role
Participate in a clear path to management for strong performers

Required Skills and Qualifications

Hold a Life Insurance License (or obtain it at time of hire)
Be confident in conversation and enjoy building relationships
Demonstrate strong time management and self-direction
Be goal-oriented and interested in income tied to output
No prior sales or insurance experience required; training is provided
Must be able to get on Fort Carson; base access is required
Ability to commute: Colorado Springs, CO 80910 (required)

Benefits

Flexible schedule

Licensing

Life Insurance License: required; if not currently held, must be obtained at time of hire

Job Type and Remote Status

Job type: Commission
Remote: No

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6mo ago

Investment Consultant - Sacramento, CA

Charles Schwab Sacramento, CA

Sacramento, CA

6mo ago Closed

$61k - $96k/yr Full time Brokerage CA Charles Schwab

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Opportunity

Location: Sacramento, CA 95813 • Position Type: Regular

At Schwab, you can make a real impact on your career while contributing to a culture that favors thoughtful problem solving and collaboration. The Investment Consultant role sits in our Branch Network and serves as an entry point toward a Financial Consultant path. You will gain hands-on experience and a clear path for advancement in this dynamic area of finance. Responsibilities include building a client book through proactive outreach to existing Schwab clients, identifying opportunities through needs-based analysis, and recommending appropriate products and solutions. You will observe seasoned Financial Consultants to learn how to deliver exceptional value through teamwork and mentoring. If you are seeking a meaningful start in financial consulting, the Investment Consultant position offers a strong foundation. For additional context on client offerings, visit Charles Schwab Investor Services.

Your Qualifications

A valid and active Series 7 license is required (license may be obtained under a condition of employment through the Branch Network Licensing Program).
A valid and active Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment).
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment).

Preferred Qualifications

Two years of experience in the financial services industry.
Ability to leverage business development experience.
Interest in expanding knowledge of brokerage and banking products and services.
Willingness to build strong client relationships.
In compliance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, ongoing learning, and a culture built on trust and collaboration. This environment helps you develop the skills that have a lasting impact. The benefits package is competitive and designed to support your well-being today and in the years ahead, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Life & Health Insurance License Finance Jobs

Licensed Life Insurance Agent/Financial Consultant

Investment Consultant - Sacramento, CA

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