Financial Services Consultant

Job Description

Job Description

Sales Professionals - Read This

If you’re a top-performing sales rep, you already know the reality of most industries:

• Income ceilings are real
• Compensation plans change without warning
• Promotions are limited
• Your success is tied to someone else’s system

And no matter how hard you work… you’re still building someone else’s business

Now imagine applying those same sales skills in an industry where:

• Your income isn’t capped
• You own your book of business
• You earn renewals year after year
• You control your schedule
• Your effort directly builds your future

That industry is life insurance & financial services.

Why Sales Pros Win in Life Insurance

The same skills that make you successful now transfer directly:

• Relationship-driven selling
• Communicating value and simplifying complex solutions
• Building and managing a pipeline
• Handling objections and closing with confidence

This isn’t starting over - it’s leveling up

The Market Opportunity

• Millions of families are uninsured or underinsured
• The industry generates over $1 trillion annually
• A massive wave of agents are retiring

Which means one thing: opportunity is wide open.

What This Opportunity Offers

• Upside commissions
• Long-term residual/renewal income
• Leadership and ownership opportunities
• Remote flexibility
• A proven, scalable system

$75,000 - $175,000

What You'll Do

• Work directly with mentors inside a high-growth organization
• Learn and execute a proven sales system (in-person + remote)
• Conduct client consultations and present solutions
• Build communication, persuasion, and closing skills
• Participate in weekly trainings, mentorship calls, and performance tracking
• Gain exposure to team building and leadership development

Who This Is For

This opportunity is best suited for sales professionals who are:

• Competitive
• Coachable
• Business-minded
• Tired of income ceilings
• Ready to build something that lasts

Commission-Based |U.S. Only

If you've ever been told you're too competitive, too driven, or that you "work too hard" - welcome home!

The Colie Group was established in 2015. Our championship team is dedicated to cultivating valued relationships with our elite business partners and the thousands of clients' lives we have impacted. We provide superior sales expertise with integrity, backed by six generations of experience. Our agency offers a personalized approach to providing tailored solutions to each of the clients' needs - from the young to the elderly.

Our pursuit has always been anchored by purpose, on purpose.

What You Get:

• Day-one vesting and agency development support.
• Bonus comp, retirement plans, and international travel incentives.