✦ Luna Orbit — Sales & Business Development

Independent Financial Advisor (Training Provided) – TDN Academy, Powered by IAA Job Type

at TDN Agency

📍 Remote, US Remote 💰 $52K – $63K USD / year Posted March 30, 2026
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Position Details

Salary $52K – $63K USD / year
Type Contract
Experience entry
Exp. Years 0+ years
Education Not specified
Category Sales & Business Development

About this role

Independent Financial Advisor role with training provided, remote work, and commission-based pay. You will educate clients, conduct financial reviews, and build your client base through networking and referrals.

Key Responsibilities

  • Educate clients on savings, protection, and retirement concepts
  • Conduct personalized financial reviews and needs analyses
  • Present customized solutions including IULs and annuities
  • Build and grow client base through networking and referrals
  • Manage leads and follow a structured sales process

Technical Overview

Financial planning and licensing-focused role; not a software/tech stack role.

Ideal Candidate

The ideal candidate is a self-motivated, goal-oriented, coachable individual who is comfortable with commission-based compensation and licensing requirements, eager to build a client base through networking and referrals. No prior financial industry experience required; training provided.

Must-Have Skills

18+ years oldAuthorized to work in the United StatesWilling to obtain financial licenseAccess to internetIndependent contractorRemote work

Required Skills

Independent Financial Advisorlicensingfinancial licenseIULsindexed universal lifeannuitiesretirement planningneeds analysesfinancial reviewspolicy reviewsclient educationnetworkingreferralsleadstraining providedmentorshipcommission-basedremoteUS-basedbackground checkinternet access18+

Hard Skills

licensingfinancial licenseIULsannuitiesretirement planningneeds analysesfinancial reviewspolicy reviewsnetworkingreferralsleadstraining providedmentorshipIndependent Contractorcommission-based

Soft Skills

self-motivatedgoal-orientedcoachableconfident communicationpeople skillsentrepreneuriallong-term growth

Industry & Role

Industry Insurance
Job Function Drive growth as an independent financial advisor through licensing-assisted training, client education, and commission-based sales.
Role Subtype Sales & Business Development

Keywords for Your Resume

Independent Financial AdvisorTDN AcademyIAAIndependent ContractorCommission-basedlicensingfinancial licenseIULsannuitiesneeds analysesfinancial reviewspolicy reviewsnetworkingreferralsleadstraining providedmentorshipremoteU.S.-basedbackground checkretirement planning

Deal Breakers

Not willing to obtain a financial license, Not authorized to work in the U.S., Prefers hourly or salaried pay, Not open to professional licensing and ongoing training

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