The CommonWealth Initiative
Finance • B2C • Consulting
The CommonWealth Initiative is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial services. Their mission is to promote financial well-being for the common good through affordable and confidential services including financial coaching, business consulting, tax services, and insurance services. They aim to empower individuals and businesses by providing practical advice and strategies to enhance financial literacy and secure a better financial future.
1 - 10 employees
Founded 2012
💸 Finance
👥 B2C
Licensed Insurance Professional
Job not on LinkedIn
April 30
The CommonWealth Initiative
Finance • B2C • Consulting
The CommonWealth Initiative is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial services. Their mission is to promote financial well-being for the common good through affordable and confidential services including financial coaching, business consulting, tax services, and insurance services. They aim to empower individuals and businesses by providing practical advice and strategies to enhance financial literacy and secure a better financial future.
1 - 10 employees
Founded 2012
💸 Finance
👥 B2C
📋 Description
• This is a remote position. • The CommonWealth Initiative™ (CWI) seeks a licensed, self-motivated insurance professional to join our rapidly expanding brokerage team. • This role is ideal for a dynamic, entrepreneurial agent passionate about helping clients protect their futures and meet their financial goals. • Using CWI’s resources and network, you’ll have the support you need to drive success, grow your business, and surpass your sales targets. • If you have strong sales ambition, excellent communication, and top-tier customer service skills, we encourage you to apply today.
🎯 Requirements
• License: Active state life insurance license(s) • Education: High school diploma or equivalent required; Bachelor’s degree preferred • Experience: Background in insurance, finance, sales, or a related field preferred • Technology Skills: Proficient with MS Office, Zoho CRM software, and virtual meeting platforms (e.g., Zoom) • Analytical Skills: Strong problem-solving skills with meticulous attention to detail
🏖️ Benefits
• CWI offers a competitive, commission-based compensation package, • Earning potential based on your experience and sales performance.
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