Remote Digital Financial Advisor (Independent Contractor)

Overview

Tactive Advisors is a growth-focused RIA platform built for advisors who want to scale using a proven digital sales system and marketing support. We provide the tools, structure, and operational support needed to run a modern advisory business, including AI-enabled operations designed to improve speed, consistency, and scale.

This is a full-time opportunity for producing advisors who want leverage and want to close.

The Role

As a Remote Digital Financial Advisor, you will work inbound opportunities through our marketing system, follow our sales process and selling techniques, and convert prospects into long-term clients. You will operate as an independent contractor while utilizing Tactive’s platform, resources, and operational support.

This is not part-time. This is not a training role. This is for advisors ready to execute.

Minimum Requirements

Applicants must have

• Minimum AUM: $2,000,000 (active, existing client book)
• Active Series 65 (or equivalent)
• Active insurance license (life and or annuity)
• Clean or near-clean ADV with no material disclosures
• Strong phone and video meeting skills
• Full-time availability and professional follow-up discipline

If you do not meet the Minimum AUM requirement, please do not apply.

Responsibilities

• Work inbound leads and opportunities generated through our marketing system
• Follow a defined sales process, scripts, and selling framework
• Conduct client meetings via phone and video
• Present compliant investment and insurance solutions
• Close new business consistently and ethically
• Maintain strong documentation, follow up, and pipeline management

What We Provide

• A proven digital sales system and process
• CRM, automation, and workflow support
• Operational support and AI-enabled back-office processes to improve speed and scalability
• Investment platform and models
• Marketing support to help drive growth
• In many cases, we cover or supplement marketing costs depending on performance and fit

Compensation

• Independent contractor (1099)
• 100% commission-based
• No cap on earnings
• Advisors who follow the system can earn $150,000+ annually

This Role Is Not For

• Part-time advisors
• Advisors without an established book of business
• Advisors unwilling to follow a defined sales process
• Advisors with material regulatory disclosures

Apply If

You are already producing, have a clean regulatory record, and want to scale using a platform that supplies structure, tools, and marketing support while you focus on closing and serving clients.

Tactive Advisors

Built for advisors who execute.

Job Type: Full-time

Pay: $58,679.25 - $150,000.00 per year

Application Question(s)

• Do you currently hold a Series 65?
• Do you currently hold an active life and health insurance license?
• Do you currently manage a book of AUM of at least $2M?
• What is your approximate AUM?
• What is your projected AUM within the next 3 months?
• Do you have a clean or near-clean ADV with no material disclosures?
• This role is 100% commission-based (1099) and income is tied to production. Are you comfortable with this structure?
• This role is full-time. Are you able to commit full time?

Work Location: Remote