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Financial Protection Advisor (RN/NP Background Preferred)

Role overview

Qualifications

  • Active or previous RN or NP license (preferred)
  • Strong communication and empathy skills
  • Desire for a non-clinical, client-focused career path
  • Willingness to obtain state insurance licenses (training provided)

Responsibilities

  • Educate clients on financial protection strategies
  • Conversations focused on long-term security
  • Build trust-based client relationships through education—not pressure
  • Manage your own schedule and client pipeline

Key facts

Other skills

  • Critical Thinking
  • Compassion
  • Communication
  • Empathy
  • Relationship Building
  • Time Management

About the company

Legacies, LLC logo

Legacies, LLC

Company details

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Job description

Location:

Remote

Job Type:

Full-Time | Part-Time | Flexible Schedule

About the Role

If you're an RN or NP feeling burned out by bedside care, staffing shortages, long shifts, or emotional fatigue, this role offers a meaningful alternative—without leaving your purpose behind.

We're seeking healthcare professionals ready to transition into a non-clinical career as a Financial Protection Advisor, where your compassion, critical thinking, and client advocacy skills are still central—just without the physical and emotional toll of clinical work.

You'll help individuals and families protect their financial futures through education and insurance-based solutions, using the same care-centered mindset that made you a great nurse.

Why Nurses Are Thriving in This Role

  • Step away from bedside burnout, charting overload, and shift work
  • Remote and flexible work options
  • Still make a meaningful impact—just in a different way
  • Regain control of your time, income, and emotional energy

What You'll Do

  • Educate clients on financial protection strategies
  • Conversations focused on long-term security
  • Build trust-based client relationships through education—not pressure
  • Manage your own schedule and client pipeline
  • Complete insurance licensing and ongoing training (fully supported)

Qualifications

  • Active or previous RN or NP license (preferred)
  • Strong communication and empathy skills
  • Desire for a non-clinical, client-focused career path
  • Willingness to obtain state insurance licenses (training provided)
  • No prior finance or insurance experience required

Compensation & Benefits

  • Commission-based compensation 
  • Licensing, training, and mentorship provided
  • Flexible schedule and remote work
  • Growth opportunities into leadership or mentorship roles

Important Note

This is not a clinical role. Financial Protection Advisors do not provide medical advice or healthcare services.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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