FINANCIAL STRATEGIST TRAINEE
We are a luxury financial services firm providing life insurance, annuities, tax preparation, and business services all under one roof. Our mission is to train the next generation of Financial Strategists — helping clients and communities while giving trainees the tools to build professional, high-income careers.
Position Overview
Join as a Financial Strategist Trainee and start your career by learning and earning in insurance and annuities. Trainees must be willing to take and pass their state’s insurance exam within 2 weeks of starting. After May, trainees will gain hands-on tax preparation training and expand into business formation and bookkeeping services.
This is a fully remote commission-only role, with trainees investing in required licenses and certifications (reimbursement opportunities available). You’ll gain real-world experience, professional credentials, and income from day one.
Your Career Path: Step 1 → Step 2 → Growth
Step 1: Insurance & Annuities Training (Now)
- Learn to advise clients on life insurance, annuities, and retirement strategies
- Must take and pass your state insurance exam within 2 weeks to begin client work
- Build a client base and start earning immediately through commission
- Develop sales, communication, and client-service skills
- Participate in mentorship, team support, and weekly trainings
Step 2: Tax Preparation & Financial Services (After May)
- Professional tax preparation training for individuals and small businesses
- Introduction to bookkeeping, business formation, and compliance services
- Expand your income streams and career potential
- Gain certifications and add high-value skills to your resume
What You’ll Learn & Gain
- Client service & professional communication
- Financial strategy skills: insurance, annuities, and eventually taxes & business services
- Entrepreneurship & leadership: build your own book of business
- Tech & workflow systems: CRM, software, and digital tools
- Hands-on portfolio: certificates, licenses, and real-world experience
- Earn while you learn: Commission-based with unlimited earning potential.
Skills That Set You Up for Success
- Strong communication & interpersonal skills
- Coachable, motivated, and goal-oriented
- Problem-solving & critical thinking
- Organization & time management
- Attention to detail & accuracy
- Tech-savvy
- Professionalism & ethics
- Self-motivation for commission-based work
Recommended Majors
- Accounting, Finance, Economics, or Business Administration
- Marketing, Entrepreneurship, or Financial Planning
- Math, Analytics, Information Systems
- Communications, Human Services, Social Work
GPA Guidance:
No strict GPA requirement — we value motivation, coachability, and professionalism above grades.
Compensation & Benefits
- Commission-only
- Reimbursement for licenses and certifications after milestone achievement
- Mentorship and weekly training sessions
- Real-world, career-ready experience
- Portfolio and certificates for resume impact
Who Thrives in This Role
- Students or early-career professionals who want:
- Flexible, remote, commission-based income
- Hands-on experience with insurance, taxes, and business services
- A career path, not just a job
- Leadership, entrepreneurship, and financial skill-building
- The chance to start earning immediately after receiving their states license.
How to Apply
Submit your resume https://clients.taxes2life.com/frm/yExdqScNbhPGJfCC. Qualified applicants will be invited to a interest webinar and start their training immediately in insurance & annuities, with tax training beginning after May.
You must apply via the company website.