Job Description
Job Description
Aspire Capital is actively seeking a compassionate and motivated Strategic Financial Planner to join our remote team serving the Seattle, Washington region. This opportunity is ideal for individuals with a heart for helping families achieve lasting financial stability, while also building a rewarding and flexible career from home.
At Aspire Capital, we specialize in helping families navigate life’s financial milestones—from budgeting and debt management to college savings, retirement planning, and protection through insurance. You don’t need prior industry experience—our comprehensive training program equips you with everything you need to succeed. What matters most is your ability to connect, listen, and educate.
As a Financial Strategist, you’ll work closely with clients to assess their current financial situation, understand their goals, and offer personalized strategies to help them protect, grow, and preserve their wealth. This role also offers the unique opportunity to build your own agency using Aspire Capital’s proven platform, giving you a direct path to business ownership and leadership within a trusted and rapidly growing firm.
In order to be considered for this position, you must lawfully reside in the United States.
Income Model:
- 100% Performance-Based - with the ability to earn passive income with our agency-building model.
- Earnings Potential: Upscale income, ranging from $2,000 to $25,000 per client or more.
- Residual Income: Earn residual income on annual client contract anniversaries.
- Passive Income: Build a passive income base through agency development.
- Ownership: Gain equity assets.
- Bonuses: Eligibility for additional bonuses.
Compensation:
$125,000 yearly
Responsibilities:
- Receive mentorship and training on becoming a successful insurance producer. Learn about advanced sales strategies, market research, and the ins and outs of running a brokerage.
- Understand clients' needs through consultations and recommend policies that suit their unique circumstances.
- Conduct thorough assessments of clients' financial and insurance requirements, and recommend appropriate products that protect their assets and future.
- Ensure consistent communication with clients to address any updates, policy changes, or additional needs, while maintaining high customer satisfaction.
- Develop strong, long-term relationships with clients by understanding their insurance and financial needs and providing personalized solutions.
Qualifications:
Requirements:
- Legal U.S. resident, citizen, and holds a valid SSN.
- A soft background check is required.
An ambitious spirit is essential.
Preferred Qualities:
We are looking for individuals who possess the following qualities and mindset:
- Integrity and Honesty: You lead your life with strong ethical principles.
- Mission-Driven: You genuinely believe in and support our mission and values.
- Personal Growth: You are constantly striving for self-improvement and development.
- Leadership Potential: You either have experience as a leader or are eager to develop leadership skills.
- Self-motivated and Goal-Oriented: You are a proactive self-starter with a focus on achieving goals.
These qualities will help you thrive in our organization and contribute to the growth of both your career and our mission.
Work Style:
- Ability to work independently while also being an effective team player.
About Company
Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.
Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."