Insurance & Financial Services Licensing Trainee – Remote (1099 Independent Contractor)
Job Summary
Azimuth Consulting is a licensed insurance and financial services firm offering a pre-licensing trainee role for individuals interested in entering the insurance and financial services industry.
This position is focused on training, education, and licensing preparation. Trainees participate in a self-paced, fully remote training program designed to introduce insurance fundamentals, financial education concepts, and regulatory requirements. No insurance sales or regulated financial activities occur prior to obtaining the required license(s), as mandated by law.
This role is structured as a 1099 independent contractor position. Compensation is commission-based and becomes available only after required licensure and authorization, in accordance with applicable regulations. This position does not guarantee licensure, income, or future authorization to conduct insurance sales.
Role Responsibilities (Training & Pre-Licensing Focus)
- Complete self-paced training modules covering insurance fundamentals
- Learn financial education concepts related to budgeting, risk management, and long-term planning
- Study state insurance regulations, compliance standards, and ethical requirements
- Prepare for the state Life Insurance licensing examination
- Learn insurance application, documentation, and onboarding processes
- Observe licensed insurance agents and financial services professionals to understand compliant practices
No insurance sales, investment recommendations, or client solicitation occur prior to proper licensure.
Training & Licensing Information
- No prior insurance or financial services experience required
- Training is fully remote and self-paced
- Licensing preparation resources and guidance are provided
- A state-issued Life Insurance license is legally required before conducting insurance sales
- Any regulated insurance or financial activities require appropriate licensure and authorization
Compensation
- Commission-based compensation after licensure only
- No salary, hourly wages, stipends, draws, or guaranteed income
- Commission structure is disclosed after licensing and authorization
Work Structure
- Fully remote
- Independent contractor status (1099)
- Contractors manage their own training pace and schedule
- No guaranteed hours
Qualifications
- Must be at least 18 years of age
- Background check required
- Willingness to obtain required state insurance licensure
- Interest in insurance and financial services
- Comfortable working independently in a self-directed learning environment