Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Training & development
• Wellness resources

Are you a CPA or tax professional looking to expand your income beyond seasonal or client-based work? This opportunity allows you to leverage your financial expertise to help individuals and families with long-term financial protection strategies—while building an additional income stream year-round. Responsibilities:

• Educate clients on financial protection and wealth strategies
• Integrate financial services into existing client conversations
• Conduct virtual consultations
• Assist clients with applications and onboarding
• Maintain compliance and accurate documentation

Qualifications:

• Active CPA license or tax professional background
• Strong understanding of financial concepts
• Client-facing experience
• Excellent communication skills

What We Offer:

• Flexible, remote work
• Performance-based income (uncapped)
• Training in financial protection strategies
• Opportunity to build recurring income
• Leadership and expansion opportunities

This is a remote position. Remote Skills: Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Documentation, Financial Services, Financial Strategy, Leadership, Maintain Compliance, Onboarding, Tax Accounting, Training/Teaching About the Company: Pregnantsee Inc. Apply To This Job