Careers at Ai Merchantry

"Your big opportunity may be right where you are now."

— Napoleon Hill

Join Us at

Ai Merchantry™

Where Purpose Meets Opportunity

We're not just building a business—we're building a movement. At Ai Merchantry™, we believe in attracting people who care deeply, think boldly, and lead with intention. If you’re ready to contribute to something bigger than a job title—where your talents are nurtured, your ideas are welcomed, and your impact is real—we invite you to explore a future with us.

Let’s shape the future of financial wellness, together.

Location

Raleigh, NC, United States

Tampa, FL, United States

Raleigh, NC, United States

Dayton OH, United States

Tampa, FL, United States

Raleigh, NC, United States

Tampa, FL, United States

Tampa, FL United States

Raleigh, NC, United States

Tampa, FL United States

Raleigh, NC, United States

Tampa, FL United States

Raleigh, NC, United States

Dayton, OH, United States

Tampa, FL, United States

Raleigh, NC, United States

Date Posted

Aug 6, 2025

Aug 28, 2025

Aug 6, 2025

July1, 2025

Sept 5, 2025

Aug 6, 2025

July18, 2025

Aug 6, 2025

Sept 2, 2025

Sept 8, 2025

Financial Advisors

Financial Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we’re not just building financial plans — we’re helping families, business owners, and future-minded individuals build legacy, impact, and balance. As a values-driven fractional family office, we unite the tools, talent, and technology needed to guide people through every chapter of their financial lives.

We’re seeking Financial Advisors who want to serve with intention — those who lead with empathy, think strategically, and act with care. This role is ideal for professionals ready to elevate their purpose while being part of something larger than a firm — a movement.

This is a commission-only, entrepreneurial role designed for professionals who want to specialize in long-term care solutions. As part of Ai Merchantry’s fractional family office model, you’ll educate, guide, and empower clients with clarity, compassion, and integrity.

Key Focus Areas for Ai Merchantry Financial Advisors:

Support Senior Wealth Advisors in delivering holistic, values-based planning — with growing ownership of select client relationships

Contribute to financial plans and investment strategies aligned with each client’s vision of living well and leaving well™

Drive preparation and follow-up for meaningful client meetings, ensuring clarity, responsiveness, and care

Mentor junior team members by modeling excellence, precision, and patience

Take initiative on client execution items, steadily progressing toward independent relationship management

Understand and manage business processes including onboarding workflows, fee schedules, and client agreements

Build and maintain meaningful relationships with COIs and referral partners in alignment with our community-based model

Act as a key contributor to team-based revenue goals, innovation, and client experience improvements

Qualifications & Requirements

Bachelor's degree required; advanced education a plus

4–8 years of experience in wealth management, financial services, or insurance planning

One of the following designations required: CFP®, CFA®, CPA, JD, or MBA

Proven ability to deliver client-centric financial strategies across wealth, risk, tax, and legacy planning

Proficiency with Ai Merchantry’s core toolset, including CRM, DocuSign, Microsoft 365, and platforms like Asset-Map™, eMoney®, or other planning software

Core Competencies

Mentorship & Team Development – Actively uplifts others through thoughtful guidance and peer support

Relationship & Practice Management – Balances people-centered service with disciplined execution

Attention to Detail & Strategic Thinking – Capable of deep analysis without losing sight of the big picture

Communication Mastery – Clear, concise, and timely across written, verbal, and visual mediums

Emotional Intelligence – Leads with empathy, reads the room, and builds trust at every step

Ownership Mindset – Sees every task as an opportunity to make an impact; follows through with excellence

Role Expectations

This position description provides a general overview of the expectations and responsibilities of the role. As our business continues to evolve, additional responsibilities may be introduced or adjusted to reflect the dynamic needs of our clients, partners, and advisors. Advisors are expected to embrace flexibility, growth, and innovation as they build their book of business within the Ai Merchantry framework.

Role Structure & Earning Opportunity — Financial Advisor (Commission Only)

This position is designed for entrepreneurial professionals who are passionate about building their own client base, growing a personal brand within the Ai Merchantry™ ecosystem, and helping individuals, families, and business owners live well and leave well™.

As a commission-only opportunity, this role offers unlimited earning potential based on your drive, consistency, and ability to deliver intentional, high-value solutions. You’ll have access to Ai Merchantry’s proprietary tools, branded programs, and national support network — all designed to help you scale your practice and serve with purpose.

Compensation & Commission Structure

This is a 100% commission-based role. Compensation is earned through client acquisition, product placement, service delivery, and relationship management. Advisors are paid in accordance with applicable state and federal laws, and compensation varies based on individual performance, product mix, carrier contracts, and client volume.

There is no guaranteed base salary. Earnings are based on a tiered and scalable commission schedule — designed to reward those who take ownership, build relationships, and deliver solutions.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income?

Income potential is determined by a variety of factors, including but not limited to:

The number and quality of client relationships you build

The products and planning strategies you implement (life insurance, annuities, long-term care, premium financing, etc.)

Your consistency in following up, educating, and earning trust

Your engagement in Ai Merchantry programs such as LifeLink™, BOSS, We‑LL Care™, Blueprints to Black Wealth, and more

Your ability to leverage tech tools like Asset-Map™, LifeLink™, Ensight, GoHighLevel, and other technology to enhance service and retention

While average earnings vary widely by advisor, many committed professionals build a six-figure income within 18–36 months. However, success is not guaranteed — only empowered.

Advisor Engagement Details & Expectations

Physical Requirements & Work Environment

Ai Merchantry™ is a platform that empowers licensed professionals to build their own book of business while leveraging digital tools, strategic partnerships, and flexible support models.

This is a remote-friendly, commission-only opportunity, allowing advisors to work from a location of their choice. While the majority of tasks can be performed virtually, the role does require:

The ability to sit for extended periods and use a computer for daily planning and client communication

Occasional in-person meetings, events, or seminars (as scheduled by you or your team)

Comfort handling light materials such as marketing kits, iPads, or promotional materials (typically under 15 pounds)

Reasonable accommodations will be made for individuals with disabilities to ensure success in both digital and in-person environments.

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

Access to branded tools and digital assets, including LifeLink™, QuriosityQuote™, Advisor iMatch, and Asset-Map™

Marketing resources, client portals, onboarding systems, and co-hosted webinars to grow your pipeline

Community engagement programs like Blueprints to Black Wealth™, We‑LL Care™, Protected Tomorrows, and more

Ongoing training, mentoring, and peer-to-peer support rooted in collaboration, not competition

Lead-sharing and referral ecosystems designed around trust, alignment, and abundance

Opportunities to give back through our Impact programs and community-based initiatives

At Ai Merchantry™, we don’t promise a job — we invite you to build a practice of purpose.

Our Commitment to Diversity & Inclusion

We believe in the full participation of all professionals in a safe, respectful, and growth-centered environment. Ai Merchantry™ proudly embraces diversity in all its forms and recruits advisors without regard to race, gender identity, age, disability, religion, sexual orientation, veteran status, or any other protected category.

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Licensed Life & Health Insurance Agent — Ai Merchantry™

Licensed Life & Health Insurance Agent — Ai Merchantry™

Description

At Ai Merchantry™, we’re not just placing policies — we’re helping families, business owners, and future-minded individuals build legacy, impact, and balance. As a values-driven fractional family office, we empower our Life & Health Insurance Agents with the tools, talent, and technology needed to guide clients through every chapter of their financial journey.

Our agents serve as educators and trusted guides, offering solutions that protect what matters most today while preparing for tomorrow. From life and health insurance to long-term care, disability, and Medicare, this role is about more than sales — it’s about service, stewardship, and building a lasting book of business.

This is a commission-only, entrepreneurial opportunity for licensed professionals ready to grow their own book of business using our tools, branded programs, and community-based model. We offer a platform that supports both independence and collaboration — giving you the freedom to build, with the infrastructure to thrive.

Key Focus Areas for Ai Merchantry Financial Advisors:

Educate individuals, families, and small business owners on Life & Health insurance options including term, permanent, LTC, Medicare, disability, and more

Utilize Ai Merchantry’s branded tools such as LifeLink™, CuriosityQuote™, and Asset-Map™ to guide client discovery and recommendation processes

Build, manage, and grow your personal book of business with support from our advisor community and training network

Co-host webinars and educational events featuring Ai Merchantry programs such as We‑LL Care™, BOSS (Business Owner Solutions System), and Protected Tomorrows™

Generate new leads and referrals through intentional outreach, digital tools, and strategic partnerships

Offer ongoing service and annual reviews to maintain client engagement and retention

Follow all compliance protocols and maintain active licensure in required states

Qualifications & Requirements

Active Life & Health Insurance License required (multi-state preferred)

Proven experience in sales, client education, or insurance advisory (2+ years ideal, but not required)

Must be authorized to work in the United States and able to pass a background check

Familiarity with quoting platforms, DocuSign, and CRM tools such as Salesforce or GoHighLevel is a plus

Strong communication skills, high emotional intelligence, and a passion for helping others

Entrepreneurial mindset with the discipline to operate independently and follow through

Core Competencies

Client-Focused Education – Ability to translate insurance concepts into clear, values-based solutions

Self-Leadership – A proactive approach to building your business with limited supervision

Relationship Building – Builds trust quickly and nurtures long-term engagement

Emotional Intelligence – Listens well, reads people, and adapts communication styles

Organization & Follow-Through – Keeps pipelines, documents, and processes aligned and moving

Mentorship-Ready – Willing to learn, share, and grow with a team of purpose-driven professionals

Role Expectations

Educate & Empower Clients — Help individuals, families, and business owners understand and select the right Life & Health products, including Term, Whole Life, IUL, Annuities, LTC, Disability, and Medicare supplements.

Build & Grow a Book of Business — Take ownership of your pipeline by developing relationships, following up consistently, and nurturing long-term trust.

Leverage Ai Merchantry Tools — Use platforms like LifeLink™, CuriosityQuote™, Asset-Map™, and Ensight to create engaging, client-friendly presentations and proposals.

Co-Host Events & Webinars — Partner on Ai Merchantry educational events such as We-LL Care™, Blueprints to Black Wealth™, BOSS™, and Protected Tomorrows™ to expand your reach.

Client Reviews & Service — Conduct policy reviews, explain updates, and ensure ongoing alignment with clients’ evolving needs.

Compliance & Licensing — Stay current with continuing education and maintain active state Life & Health licenses.

Collaboration — Work with other advisors, subject matter experts, and partners within Ai Merchantry’s fractional family office model to deliver holistic solutions.

Community Engagement — Represent Ai Merchantry at faith-based organizations, chambers of commerce, veteran associations, and other community outreach opportunities.

Compensation & Commission Structure

This is a 100% commission-based role — ideal for self-starters ready to control their income and scale a practice over time. Commissions are paid directly by carrier partners and vary based on product type, contract level, and state.

Your earnings are determined by:

New client acquisition

Product placement (Life, LTC, Medicare, Annuities, Disability, etc.)

Participation in co-hosted programs and webinars

Team building or referral partnerships (optional)

There is no base salary and no income cap — only opportunity.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income?

Income potential is determined by a variety of factors, including but not limited to:

The number and quality of client relationships you build

The products and planning strategies you implement (life insurance, annuities, long-term care, premium financing, etc.)

Your consistency in following up, educating, and earning trust

Your engagement in Ai Merchantry programs such as LifeLink™, BOSS, We‑LL Care™, Blueprints to Black Wealth, and more

Your ability to leverage tech tools like Asset-Map™, LifeLink™, Ensight, GoHighLevel, and other technology to enhance service and retention

While average earnings vary widely by advisor, many committed professionals build a six-figure income within 18–36 months. However, success is not guaranteed — only empowered.

Advisor Engagement Details & Expectations

This is a remote-friendly position with the flexibility to work from home or meet clients in the field. The role may require:

Prolonged periods at a computer

Occasional light lifting (under 15 lbs) for event materials or client kits

In-person attendance at community seminars or networking events (optional but encouraged)

We make reasonable accommodations for individuals with disabilities and believe in creating inclusive workspaces where all advisors can thrive.

U.S. Eligibility Requirements

Must be 18 years or older

Must have a valid Life & Health license and be eligible to contract with carriers

Must be legally authorized to work in the U.S.

Must pass a background check and complete compliance documentation

May be asked to sign a Confidentiality and Non-Solicitation Agreement

What You Can Expect from Us

At Ai Merchantry™, you're not applying for a job — you're stepping into a platform of purpose. Here’s what makes us different:

Co-branded marketing tools, lead funnels, and advisor onboarding systems

Peer collaboration and mastermind sessions — we don’t compete, we elevate

Access to LifeLink™, Asset-Map™, Kaizen™, Patrick Kelly webinars, and more

Optional programs in long-term care, special needs planning, business succession, and faith-based outreach

Cultural alignment rooted in legacy, impact, and balance

Flexible business building: full-time or part-time, local or national

Our Commitment to Diversity & Inclusion

Ai Merchantry™ is proud to be an equal opportunity platform. We do not discriminate on the basis of race, age, gender identity, disability, veteran status, religion, or background. Your story matters here. We believe your lived experience is your greatest asset.

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Annuities Advisor — Ai Merchantry™

Annuities Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we don’t just place annuities — we help clients create peace of mind, protect wealth, and build sustainable income strategies that support their legacy. Annuities Advisors are at the center of this mission, guiding individuals, families, and business owners through choices that ensure they can Live Well. Leave Well.™

We’re seeking Annuities Advisors who serve with intention — professionals who lead with empathy, think strategically, and act with care. This role is ideal for those ready to elevate their purpose while being part of something larger than a firm — a movement designed to unite people, knowledge, and resources.

This is a commission-only opportunity for entrepreneurial advisors who want to build their own book of business while leveraging Ai Merchantry’s proprietary tools, branded programs, and community-driven support network.

Key Focus Areas for Ai Merchantry Annuities Advisors:

Collaborate with Advisors to deliver retirement income solutions and holistic planning, with increasing ownership of client relationships.

Demonstrate advanced fluency in annuity products — Fixed, Indexed, Immediate, and Variable — as well as riders, income strategies, and suitability processes.

Contribute to personalized recommendations, including income planning, rollover strategies, and portfolio allocations that align with client goals.

Support client meetings by preparing income illustrations, documenting discussions, and driving timely follow-up.

Mentor junior team members on annuity basics and compliance standards, modeling best practices.

Act as a secondary advisor on retirement cases, progressing toward independent client management.

Advance execution skills by handling annuity applications, transfers, and suitability reviews with growing independence.

Understand and manage processes, including rollover paperwork, client agreements, and carrier submission standards.

Maintain strong COI (Centers of Influence) relationships, supporting client team revenue and community-based outreach.

Qualifications & Requirements

Bachelor’s degree preferred; advanced education a plus

4–8 years of financial services, retirement planning, or insurance experience (or equivalent sales experience)

An active state insurance license with Annuities certification (NAIC-approved)

In-depth knowledge of annuity products, retirement planning strategies, and suitability processes

Proficiency with planning and illustration software (Ensight, Asset-Map™, MoneyGuidePro, etc.) and platforms like Salesforce, DocuSign, and Microsoft 365

Strong communication and presentation skills — comfortable simplifying complex products for clients

Core Competencies

Client-Centered Education – Makes complex retirement income concepts easy to understand

Ownership Mindset – Takes initiative in building and servicing a personal book of business

Analytical Precision – Strong ability to compare product options and illustrate retirement outcomes

Relationship Management – Builds long-term trust with clients and referral partners

Effective Communication – Clear, concise, and intentional in both written and verbal delivery

Emotional Intelligence – Demonstrates empathy, patience, and professionalism

Ethical Standards – Acts with integrity, always prioritizing the client’s best interest

Role Expectations

Compensation & Commission Structure

This is a 100% commission-based role. Advisors are compensated directly by carrier partners based on product type, premium amount, and contract level.

Income potential is determined by:

New annuity placements (Fixed, Indexed, Immediate, or Variable)

Rollover business (401(k), IRA, pensions)

Client retention and repeat business through annual reviews

Participation in Ai Merchantry events and lead-generation programs

There is no base salary and no cap on earnings — only opportunity.At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

Key Factors That Determine Income

Client Acquisition

The number of individuals, families, and business owners you serve

Your ability to generate referrals and nurture long-term relationships

Product Mix & Placement

Life Insurance, Health coverage, Annuities, Long-Term Care, Disability, etc.

Advanced solutions like Kaizen™ premium financing, Asset-Map™, or Patrick Kelly’s Tax-Free Retirement™ strategies

Retention & Reviews

Annual client reviews, ongoing service, and policy adjustments create renewal commissions and long-term growth

Lead Generation & Marketing

Leveraging Ai Merchantry’s branded tools — LifeLink™, CuriosityQuote™, Ensight, GoHighLevel funnels

Participating in events such as Blueprints to Black Wealth™, BOSS™, We-LL Care™, and Protected Tomorrows™

Community & COI Engagement

Building relationships with Centers of Influence (COIs) like CPAs, attorneys, real estate professionals, and faith-based leaders to expand your reach

Consistency & Activity

Advisors who consistently schedule appointments, run illustrations, and follow up see their income scale exponentially over time

Work Environment & Physical Requirements

Flexible, remote-friendly position with options for virtual or in-person meetings

Requires extended computer use for illustrations, proposals, and client communication

Occasional light lifting (under 15 lbs) of marketing materials or event supplies

Reasonable accommodations provided for individuals with disabilities

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

Access to annuity-specific tools like Ensight™, Asset-Map™, and carrier illustration systems

Participation in client-facing programs such as Patrick Kelly’s Tax-Free Retirement webinars

Marketing and co-hosted events designed to help grow your book of business

Ongoing training, mentorship, and community support — collaboration, not competition

A culture rooted in ownership, communication, intentionality, balance, and legacy-building

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

IUL (Indexed Universal Life) Advisor — Ai Merchantry™

IUL (Indexed Universal Life) Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we believe life insurance is more than protection — it’s a strategy for building wealth, creating legacy, and providing peace of mind. Our IUL Advisors specialize in designing cash-value life insurance solutions that serve as both a safety net and a wealth-building tool.

This is a commission-only opportunity for entrepreneurial professionals ready to educate clients, design strategies, and build their own book of business within Ai Merchantry’s platform.

Key Focus Areas for Ai Merchantry Financial Advisors:

Collaborate with Wealth & Insurance Advisors to deliver IUL solutions that fit within a client’s broader financial plan.

Demonstrate advanced fluency in IUL structures, including policy design, premium funding, loan strategies, and long-term performance.

Prepare client recommendations by analyzing product illustrations, structuring policies for both protection and cash accumulation.

Support client meetings by preparing visuals, explaining policy mechanics, and driving intentional follow-up.

Mentor & support teammates by sharing IUL insights, training junior staff, and modeling ethical policy design.

Act as a secondary advisor on complex IUL cases, progressing toward independent client management.

Advance execution skills by handling policy applications, underwriting coordination, and in-force management.

Understand and manage processes including compliance documentation, carrier submissions, and suitability requirements.

Maintain strong relationships with carrier partners and COIs to expand reach and support team revenue growth.

Qualifications & Requirements

Bachelor’s degree preferred; advanced education a plus

4–8 years of financial services, insurance, or advanced life insurance planning experience (preferred)

Active Life & Health license required

Advanced knowledge of Indexed Universal Life products and their role in wealth-building, estate planning, and retirement strategies

Proficiency with illustration tools, policy design software, and platforms like Asset-Map™, Ensight, Salesforce, DocuSign, and Microsoft 365

Strong communication and presentation skills — able to simplify complex product mechanics for clients

Core Competencies

Client-Centered Education – Explains IUL in clear, relatable ways that empower client decision-making

Ownership Mindset – Takes responsibility for building and managing a personal book of business

Analytical Thinking – Structures policies and funding strategies with precision and intention

Relationship Building – Develops long-term trust with clients, advisors, and carrier partners

Clear Communication – Delivers technical strategies in language clients understand

Ethical Standards – Designs policies in the client’s best interest — never overpromising or misrepresenting outcomes

Collaboration – Works within Ai Merchantry’s fractional family office model to integrate IUL into broader planning

Role Expectations

Role Structure & Earning Opportunity — IUL Advisor

This role is designed for entrepreneurial professionals who want to build a book of business centered on Indexed Universal Life (IUL) — a powerful tool for protection, wealth-building, and legacy creation.

At Ai Merchantry™, you’ll operate as an independent, commission-only advisor, supported by our platform of tools, training, and branded programs. This means your earnings are not capped by a salary but instead reflect your ability to educate clients, design strategic policies, and grow lasting relationships.

As an IUL Advisor, your income is determined by:

New policy placements and case designs

Premium volume and funding strategies (including advanced solutions like Kaizen™ Premium Financing)

Ongoing service and policy management, which create renewal commissions and client retention opportunities

Client and community engagement, including participation in Ai Merchantry workshops, webinars, and impact programs

There is no base salary. Compensation is 100% commission-based, scalable, and directly aligned with your effort, activity, and the value you create for clients. Many IUL Advisors build six-figure incomes within 18–36 months, with unlimited potential for growth.

Compensation & Commission Structure

This is a 100% commission-based role. Compensation is paid directly through contracted carriers and is based on product type, premium volume, and case design.

Your income is determined by:

New IUL placements and policy designs

Premium financing and advanced case strategies (e.g., Kaizen™)

Client retention, in-force management, and additional funding strategies

Participation in Ai Merchantry programs and client workshops

There is no base salary and no income cap — income potential is directly tied to your ability to design, educate, and build client trust.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income? — IUL Advisor

At Ai Merchantry™, your income as an IUL Advisor is commission-only and uncapped — a direct reflection of the relationships you build, the strategies you design, and the clients you serve. Your earnings grow as your book of business grows, with both upfront commissions and renewal income tied to long-term client service.

Key Factors That Determine Income

Policy Design & Placement

The number of Indexed Universal Life (IUL) policies you design and place.

Properly structured solutions that balance protection with long-term cash value growth.

Premium Volume & Funding Strategies

Higher premiums and advanced funding methods (monthly, annual, lump sum) drive compensation.

Advanced case strategies like Kaizen™ Premium Financing offer larger premium opportunities.

Client Retention & Reviews

Annual client reviews and ongoing in-force policy management generate renewal commissions and strengthen trust.

Advanced Solutions & Case Complexity

Incorporating IUL into retirement income planning, estate strategies, and legacy planning creates greater case value.

Lead Generation & Marketing

Leveraging Ai Merchantry tools like LifeLink™, Asset-Map™, Ensight™, and Patrick Kelly’s Tax-Free Retirement webinars to attract and educate new clients.

Collaboration & Community Engagement

Working with other advisors, Centers of Influence (COIs), and Ai Merchantry programs like Blueprints to Black Wealth™, BOSS™, and We-LL Care™ expands opportunities.

The Bottom Line

Your income is determined by how consistently and intentionally you educate, serve, and follow up with clients. At Ai Merchantry™, we provide the platform, programs, and tools — but you control the pace, growth, and direction of your business.

🕊 There’s no ceiling. Only opportunity — to Live Well. Leave Well.™

Advisor Engagement Details & Expectations

Physical Requirements & Work Environment

Ai Merchantry™ is a platform that empowers licensed professionals to build their own book of business while leveraging digital tools, strategic partnerships, and flexible support models.

This is a remote-friendly, commission-only opportunity, allowing advisors to work from a location of their choice. While the majority of tasks can be performed virtually, the role does require:

The ability to sit for extended periods and use a computer for daily planning and client communication

Occasional in-person meetings, events, or seminars (as scheduled by you or your team)

Comfort handling light materials such as marketing kits, iPads, or promotional materials (typically under 15 pounds)

Reasonable accommodations will be made for individuals with disabilities to ensure success in both digital and in-person environments.

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

Access to advanced case design tools like Ensight™, Asset-Map™, and carrier illustration systems

Training and mentorship on IUL strategies, including retirement income, estate planning, and premium financing

Marketing funnels, lead generation support, and co-hosted events featuring strategies like Kaizen™ and Patrick Kelly’s Tax-Free Retirement™

Community-driven programs like Blueprints to Black Wealth™, We-LL Care™, and Protected Tomorrows™ to help expand your reach

A culture rooted in ownership, communication, intentionality, balance, and legacy-building

At Ai Merchantry™, we don’t promise a job — we invite you to build a practice of purpose.

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Retirement Advisor — Ai Merchantry™

Retirement Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we help individuals, families, and business owners prepare for one of life’s most important chapters: retirement. Our Retirement Advisors serve as trusted guides, helping clients maximize income, reduce risk, and leave a meaningful legacy.

We’re seeking Retirement Advisors who want to serve with intention — professionals who lead with empathy, think strategically, and act with care. This role is ideal for those ready to elevate their purpose while being part of something larger than a firm — a movement designed to unite people, knowledge, and resources.

This is a commission-only, entrepreneurial role for professionals who want to build a retirement-focused book of business while leveraging Ai Merchantry’s tools, branded programs, and community network. You’ll have the freedom to grow independently with the support of a platform designed for holistic, values-based planning.

Key Focus Areas for Ai Merchantry Retirement Advisors:

Client Education – Help clients understand retirement income planning, Social Security optimization, Medicare choices, and legacy considerations.

Income Strategies – Develop and present personalized plans using annuities, IUL, pensions, and other retirement vehicles.

Tax-Efficient Planning – Work with advisors and subject matter experts to integrate strategies that minimize tax burdens in retirement.

Holistic Approach – Collaborate with Ai Merchantry’s fractional family office network (CPAs, attorneys, financial planners) to deliver well-rounded retirement solutions.

Event Participation – Co-host educational events and webinars such as Patrick Kelly’s Tax-Free Retirement™ series and Ai Merchantry workshops.

Ongoing Reviews – Conduct annual retirement plan reviews and adjust strategies as clients’ goals and market conditions evolve.

Compliance & Suitability – Ensure all retirement strategies meet state, federal, and carrier compliance standards.

Qualifications & Requirements

Bachelor’s degree preferred; advanced education a plus

4–8 years of experience in retirement planning, financial services, or insurance sales (preferred)

Active Life & Health insurance license (Series 65/66 or equivalent a plus)

Advanced knowledge of retirement income strategies, annuities, IUL, Social Security, and Medicare integration

Proficiency with tools like Asset-Map™, Ensight™, Salesforce, DocuSign, and Microsoft 365

Strong communication and presentation skills — able to simplify complex strategies for clients

Core Competencies

Client-Centered Education – Makes retirement planning clear, relatable, and values-based

Analytical Precision – Creates personalized income and tax strategies with accuracy and care

Ownership Mindset – Builds and manages a personal book of retirement-focused business

Relationship Management – Maintains long-term client trust through consistent reviews and service

Ethical Standards – Acts with integrity, putting client well-being first

Collaboration – Works seamlessly with Ai Merchantry’s advisors and partners to deliver holistic solutions

Communication Skills – Explains retirement options clearly in both group and one-on-one settings

Role Expectations

Educate Clients — Guide individuals, families, and business owners through retirement planning options including Social Security, Medicare, annuities, and IUL strategies.

Design Income Strategies — Build personalized retirement income plans that provide stability, flexibility, and long-term peace of mind.

Incorporate Tax-Efficient Planning — Collaborate with CPAs, attorneys, and Ai Merchantry partners to minimize tax burdens and enhance wealth transfer.

Conduct Policy & Plan Reviews — Provide annual retirement check-ins, ensuring strategies stay aligned with evolving goals and market conditions.

Support Advisor Teams — Partner with Life, Health, Annuities, and IUL Advisors to deliver integrated retirement solutions.

Lead Events & Webinars — Engage in educational outreach, including Patrick Kelly’s Tax-Free Retirement™ series and Ai Merchantry community workshops.

Maintain Compliance — Ensure all recommendations meet suitability, ethical, and carrier-specific guidelines.

Build & Manage a Book of Business — Take ownership of your retirement-focused practice, cultivating trust and consistency with every client served.

Role Structure & Earning Opportunity — Retirement Advisor

This role is designed for entrepreneurial professionals who want to specialize in retirement income planning and legacy strategies. At Ai Merchantry™, you’ll operate as an independent, commission-only advisor with access to our tools, training, and community-driven programs.

Your earnings are not capped by a salary — they are determined by your ability to educate clients, design strategies, and build long-term relationships. The more intentional you are in building your book of business, the greater your growth potential.

As a Retirement Advisor, your income is determined by:

New client engagements in retirement planning, annuities, IUL, LTC, and Medicare

Rollover business from 401(k), IRA, pension, and other retirement accounts

Annual reviews & retention strategies that create renewal commissions and deepen trust

Participation in Ai Merchantry workshops and webinars, including Patrick Kelly’s Tax-Free Retirement™ series and other branded programs

Community & partnership engagement that generates referrals and expands your market reach

There is no base salary. Compensation is 100% commission-based, scalable, and directly aligned with your effort, consistency, and commitment. Many Retirement Advisors build six-figure incomes within 18–36 months and continue scaling from there.

🕊 At Ai Merchantry™, your income is more than compensation — it’s a reflection of ownership, impact, and legacy.

Compensation & Commission Structure

This is a 100% commission-based role. Compensation is paid directly through carriers and financial partners, based on product type, premium amount, and case strategy.

Income is determined by:

New retirement planning engagements (annuities, IUL, LTC, Medicare, etc.)

Rollover business from 401(k), IRA, and pension accounts

Client retention and additional strategies uncovered through annual reviews

Participation in Ai Merchantry programs and events that generate qualified leads

There is no base salary and no income cap. Earnings are directly aligned with your ability to educate, plan, and build client trust.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income? — Retirement Advisor

At Ai Merchantry™, your income as a Retirement Advisor is commission-only and uncapped. It grows as you build relationships, design personalized strategies, and help clients navigate one of life’s most important financial chapters.

Key Factors That Determine Income

New Client Engagements

The number of individuals, families, and business owners you serve with retirement planning solutions.

Your ability to generate referrals and build multi-generational relationships.

Rollover Business

Transferring assets from 401(k)s, IRAs, and pensions into annuities, IUL, or other retirement vehicles.

The premium size and volume of rollover accounts directly impact earnings.

Product Mix & Case Design

Compensation varies by the types of solutions implemented — annuities, IUL, LTC, Medicare supplements, and advanced income strategies.

More complex cases (tax integration, estate planning, premium financing) often lead to higher value opportunities.

Retention & Annual Reviews

Ongoing policy and plan reviews generate renewal commissions while strengthening client loyalty.

Retained clients often expand into additional planning opportunities.

Event & Program Participation

Involvement in Ai Merchantry workshops and webinars — such as Patrick Kelly’s Tax-Free Retirement™ series — leads to more qualified prospects and conversions.

Community Engagement

Active participation with faith-based groups, veteran associations, and chambers of commerce expands your reach and referrals.

Consistency & Follow-Through

Advisors who consistently schedule meetings, present income strategies, and follow up see exponential income growth.

The Bottom Line

Your income is determined by the trust you build and the consistency you deliver. At Ai Merchantry™, we provide the programs, tools, and partnerships — but you control the pace, direction, and scale of your retirement practice.

🕊 There’s no ceiling here. Only opportunity — to help clients retire with confidence, and leave a legacy with intention.

Physical Requirements & Work Environment

Ai Merchantry™ is a platform that empowers licensed professionals to build their own book of business while leveraging digital tools, strategic partnerships, and flexible support models.

This is a remote-friendly, commission-only opportunity, allowing advisors to work from a location of their choice. While the majority of tasks can be performed virtually, the role does require:

The ability to sit for extended periods and use a computer for daily planning and client communication

Occasional in-person meetings, events, or seminars (as scheduled by you or your team)

Comfort handling light materials such as marketing kits, iPads, or promotional materials (typically under 15 pounds)

Reasonable accommodations will be made for individuals with disabilities to ensure success in both digital and in-person environments.

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

Access to branded programs like Patrick Kelly’s Tax-Free Retirement™, Asset-Map™, LifeLink™, Kaizen™, and We-LL Care™

Co-branded workshops, lead funnels, and advisor events designed to grow your retirement practice

Training, mentorship, and collaboration with Ai Merchantry’s advisor network

A culture that values ownership, communication, intentionality, balance, and legacy

A platform designed to help you scale your business while making an impact in clients’ lives

At Ai Merchantry™, we don’t promise a job — we invite you to build a practice of purpose.

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Long-Term Care Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we believe planning for extended care is not just about protecting assets — it’s about protecting dignity, independence, and family legacy. Our Long-Term Care Advisors help families and business owners prepare for the realities of aging, unexpected health challenges, and caregiving needs.

Role Expectations — Long-Term Care Advisor

Educate Clients — Help families understand the importance of long-term care (LTC), available options, and the financial impact of care needs.

Design Personalized Solutions — Recommend LTC insurance, hybrid life/LTC products, and linked-benefit strategies that align with client goals.

Collaborate with Advisors — Partner with Ai Merchantry Financial, IUL, and Retirement Advisors to integrate LTC into holistic planning.

Conduct Client Reviews — Provide annual plan updates to ensure clients’ LTC strategies evolve with their needs.

Lead & Support Events — Co-host educational workshops and webinars, including Ai Merchantry’s We-LL Care™ program.

Manage Applications & Suitability — Ensure all LTC recommendations meet state compliance, carrier standards, and ethical practices.

Build & Maintain a Book of Business — Take ownership of client relationships, follow-ups, and retention strategies.

Expand Community Engagement — Connect with elder law attorneys, healthcare professionals, and Centers of Influence (COIs) to create referral opportunities.

Qualifications & Requirements

Bachelor’s degree preferred; advanced education a plus

3–6 years of experience in insurance, retirement planning, or healthcare-related financial planning (preferred)

Active Life & Health license with LTC partnership certification (where required by state)

In-depth knowledge of traditional LTC insurance, hybrid LTC/Life, and annuity-linked products

Familiarity with Medicare, Medicaid planning basics, and elder care considerations a plus

Proficiency with planning tools such as Asset-Map™, Ensight™, Salesforce, DocuSign, and Microsoft 365

Strong communication and empathy skills — able to discuss sensitive family planning topics with care

Core Competencies

Compassionate Education – Explains complex care planning options with empathy and clarity

Ownership Mentality – Takes responsibility for building and managing a long-term care–focused practice

Analytical Thinking – Structures LTC policies and hybrid solutions with precision and suitability

Relationship Building – Develops trust with clients, families, and elder-care professionals

Clear Communication – Delivers sensitive topics in simple, actionable language

Ethical Standards – Always acts in the client’s best interest, particularly with vulnerable populations

Collaboration – Works seamlessly with Ai Merchantry’s advisors, COIs, and partners to deliver holistic solutions

Role Structure & Earning Opportunity

This is an independent, commission-only role — ideal for entrepreneurial professionals passionate about helping families prepare for the costs and realities of long-term care.

Your earnings are not capped by a salary — they are determined by your ability to educate clients, design solutions, and build relationships.

As a Long-Term Care Advisor, your income is determined by:

New LTC policy placements (traditional, hybrid, and linked-benefit products)

Premium volume and case design (single-pay, multi-pay, or hybrid strategies)

Annual reviews and retention strategies that generate renewal commissions

Community engagement and events, including Ai Merchantry’s We-LL Care™ program

Collaboration with advisors and COIs to integrate LTC into broader planning opportunities

There is no base salary. Compensation is 100% commission-based and directly aligned with your effort, activity, and client trust. Many LTC Advisors generate six-figure income potential within 18–36 months with consistent outreach and service.

🕊 At Ai Merchantry™, your income is more than compensation — it’s a reflection of ownership, compassion, and legacy.

Compensation & Commission Structure — Long-Term Care Advisor

This role is 100% commission-based — designed for entrepreneurial professionals who want to build a book of business by helping families prepare for long-term care needs.

How Compensation Works

Carrier-Paid Commissions – Compensation is paid directly by long-term care insurance carriers and financial partners, based on product type and premium amount.

Policy Placement Volume – Income scales with the number of traditional LTC, hybrid life/LTC, and annuity-linked products placed.

Premium Size & Case Design – Larger premiums, shared-care riders, and asset-based strategies often generate higher commission opportunities.

Renewal Commissions – Annual client reviews, policy servicing, and ongoing care planning create recurring revenue streams.

Cross-Selling Opportunities – Collaboration with Ai Merchantry’s Financial, Retirement, and IUL Advisors leads to additional income through holistic planning.

Event Participation – Co-hosting Ai Merchantry programs such as We-LL Care™ and community LTC workshops often generate warm leads and commissionable opportunities.

Earning Potential

There is no base salary and no income cap. Earnings are directly tied to your effort, consistency, and ability to serve clients with integrity.

Many Long-Term Care Advisors achieve six-figure income potential within 18–36 months, with long-term scalability through referrals, retention, and renewal commissions.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income? — Long-Term Care Advisor

Your income is uncapped and grows as you educate, guide, and serve families. Earnings are commission-based and directly tied to:

Policy Placements & Premium Volume

The number of LTC insurance and hybrid products you place, and the premium levels associated with them.

Client Retention & Reviews

Annual updates and ongoing service strengthen client loyalty and generate renewal commissions.

Product Mix & Case Complexity

Traditional LTC, hybrid life/LTC, and annuity-linked care products all create varied earning opportunities.

Advanced cases (business-owner LTC, shared-care riders, asset-based funding) often yield higher compensation.

Event & Program Participation

Engagement in Ai Merchantry workshops and We-LL Care™ events produces qualified leads and trust in the community.

Centers of Influence

Partnerships with elder law attorneys, healthcare providers, and COIs expand opportunities and referrals.

Consistency & Compassion

Advisors who consistently engage, follow up, and lead with empathy see greater long-term income growth.

🕊 At Ai Merchantry™, your income reflects not only your effort — but the lives and legacies you protect.

Physical Requirements & Work Environment

Ai Merchantry™ is a platform that empowers licensed professionals to build their own book of business while leveraging digital tools, strategic partnerships, and flexible support models.

This is a remote-friendly, commission-only opportunity, allowing advisors to work from a location of their choice. While the majority of tasks can be performed virtually, the role does require:

The ability to sit for extended periods and use a computer for daily planning and client communication

Occasional in-person meetings, events, or seminars (as scheduled by you or your team)

Comfort handling light materials such as marketing kits, iPads, or promotional materials (typically under 15 pounds)

Reasonable accommodations will be made for individuals with disabilities to ensure success in both digital and in-person environments.

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

Access to programs like We-LL Care™, Protected Tomorrows™, Asset-Map™, Ensight™, LifeLink™, and GoHighLevel funnels

Co-branded marketing, workshops, and digital lead funnels to help grow your LTC practice

Training and mentorship from experienced advisors and specialists

Community-driven initiatives that align with Ai Merchantry’s values of communication, intentionality, ownership, and balance

Freedom to build your LTC business your way, backed by the strength of Ai Merchantry’s fractional family office model

At Ai Merchantry™, we don’t promise a job — we invite you to build a practice of purpose.

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Estate Planning Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we believe estate planning is more than passing on assets — it’s about passing on values, protecting families, and shaping legacies. Our Estate Planning Advisors guide clients through the complexities of wills, trusts, wealth transfer, and charitable giving, helping them prepare to Live Well. Leave Well.™

This is a commission-only, entrepreneurial role designed for professionals who want to specialize in estate and legacy planning. You’ll operate independently while leveraging Ai Merchantry’s fractional family office model, working alongside attorneys, CPAs, and financial advisors to deliver holistic solutions.

Key Focus Areas for Ai Merchantry Estate Planning Advisors:

Educate Clients — Help families understand the importance of estate planning, wills, trusts, and wealth transfer strategies.

Design Personalized Solutions — Partner with legal and tax professionals to create strategies tailored to client goals and family dynamics.

Legacy Planning — Incorporate charitable giving, philanthropic strategies, and multi-generational planning into client discussions.

Collaborate Across Disciplines — Work with Ai Merchantry’s Financial, Retirement, and IUL Advisors to integrate estate planning into broader financial strategies.

Conduct Reviews — Provide ongoing updates to ensure estate strategies remain aligned with evolving client needs and tax laws.

Community Engagement — Build relationships with attorneys, CPAs, and Centers of Influence (COIs) to create referral opportunities.

Lead & Support Events — Participate in educational workshops and Ai Merchantry programs, including Protected Tomorrows™ and family legacy workshops.

Compliance & Documentation — Ensure all estate planning recommendations meet legal, ethical, and fiduciary standards.

Build & Manage a Book of Business — Take ownership of client relationships, reviews, and long-term legacy conversations.

Qualifications & Requirements

Bachelor’s degree required; advanced education preferred (JD, CFP®, CPA, or CLU® a strong plus)

4–8 years of experience in estate planning, legal practice, tax planning, or advanced life insurance/wealth transfer strategies

Active Life & Health insurance license required (with advanced planning knowledge)

Familiarity with wills, trusts, charitable giving, family governance, and succession planning strategies

Proficiency with planning platforms such as Asset-Map™, Ensight™, Salesforce, DocuSign, and Microsoft 365

Strong communication skills — able to simplify technical legal and tax concepts for clients

Must be authorized to work in the U.S. and able to pass a background check

Core Competencies

Legacy-Focused Education – Clearly explains estate planning options and their long-term impact

Ethical Standards – Always acts with transparency, integrity, and in the client’s best interest

Analytical Thinking – Balances legal, tax, and financial considerations in planning strategies

Relationship Building – Builds trust with families, attorneys, CPAs, and COIs

Clear Communication – Makes complex legal and tax strategies easy to understand

Collaboration – Works seamlessly with Ai Merchantry advisors and external professionals

Ownership Mentality – Takes responsibility for building and managing an estate planning–focused practice

Role Expectations — Estate Planning Advisor

Educate Families & Business Owners — Explain the importance of wills, trusts, and wealth transfer strategies in clear, relatable terms.

Design Tailored Solutions — Collaborate with attorneys, CPAs, and financial professionals to structure estate plans that align with client goals and family dynamics.

Integrate Legacy Planning — Incorporate charitable giving, philanthropic strategies, and family governance into estate planning conversations.

Conduct Ongoing Reviews — Provide annual check-ins to ensure strategies remain aligned with changing tax laws, family needs, and market conditions.

Collaborate with Advisors — Partner with Ai Merchantry Financial, Retirement, and IUL Advisors to deliver holistic, multi-layered client solutions.

Community Engagement — Build relationships with elder law attorneys, estate planners, and Centers of Influence (COIs) to expand referral opportunities.

Event Participation — Co-host and support workshops, webinars, and Ai Merchantry programs such as Protected Tomorrows™ to engage and educate clients.

Ensure Compliance & Ethics — Maintain high ethical standards and ensure all recommendations meet legal, regulatory, and fiduciary requirements.

Build & Manage a Book of Business — Take ownership of client relationships, consistently follow up, and nurture multi-generational trust.

Role Structure & Earning Opportunity

This is an independent, commission-only role. Your income is determined by your ability to design estate planning solutions, build relationships, and generate business opportunities through Ai Merchantry’s platform.

Income sources include:

Estate planning insurance solutions (life insurance for wealth transfer, premium financing, IUL strategies)

Collaboration with attorneys & CPAs on trusts, wills, and advanced planning cases

Client retention & reviews that produce renewal commissions and new opportunities

Workshops and programs, including Protected Tomorrows™, charitable giving, and legacy-building seminars

There is no base salary and no income cap. Earnings are tied directly to your performance, consistency, and ability to create long-term client value.

🕊 At Ai Merchantry™, compensation is about more than income — it’s about the legacy you help families leave behind.

Compensation & Commission Structure

There is no guaranteed base salary. Earnings are based on a tiered and scalable commission schedule — designed to reward those who take ownership, build relationships, and deliver solutions.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income? — Estate Planning Advisor

Your income is uncapped and grows as you build trust and serve clients with purpose. Earnings are commission-based and tied to:

Policy Design & Placement

Life insurance for estate planning, IUL for wealth transfer, and advanced premium financing.

Collaboration with Professionals

Partnering with attorneys, CPAs, and COIs to uncover complex planning cases.

Case Complexity & Premium Size

Larger estates and more complex cases generate higher commissions.

Client Retention & Reviews

Annual reviews and legacy planning updates produce recurring income.

Educational Outreach

Hosting and supporting estate planning workshops, community events, and Ai Merchantry programs.

Consistency & Intentionality

Advisors who consistently engage in estate planning conversations with clients and COIs see exponential growth.

Advisor Engagement Details & Expectations

Physical Requirements & Work Environment

Ai Merchantry™ is a platform that empowers licensed professionals to build their own book of business while leveraging digital tools, strategic partnerships, and flexible support models.

This is a remote-friendly, commission-only opportunity, allowing advisors to work from a location of their choice. While the majority of tasks can be performed virtually, the role does require:

The ability to sit for extended periods and use a computer for daily planning and client communication

Occasional in-person meetings, events, or seminars (as scheduled by you or your team)

Comfort handling light materials such as marketing kits, iPads, or promotional materials (typically under 15 pounds)

Reasonable accommodations will be made for individuals with disabilities to ensure success in both digital and in-person environments.

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

Access to advanced case design tools like Ensight™, Asset-Map™, LifeLink™, and Kaizen™

Training and mentorship on legacy planning, charitable giving, and wealth transfer strategies

Co-branded workshops and client-facing programs like Protected Tomorrows™

A collaborative network of advisors, attorneys, CPAs, and professionals

A culture built on communication, ownership, intentionality, and balance

At Ai Merchantry™, we don’t promise a job — we invite you to build a practice of purpose.

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Business Development Advisor (Communities & Partnerships)

— Ai Merchantry™

Business Development Advisor (Communities & Partnerships) — Ai Merchantry™

Description

At Ai Merchantry™, we believe growth happens when we connect people, knowledge, and resources with intentionality. Our Business Development Advisors specialize in building partnerships and engaging with communities — expanding awareness of Ai Merchantry’s programs, creating opportunities for collaboration, and opening new doors for client and advisor relationships.

This is a commission-only, entrepreneurial role designed for professionals who thrive on networking, outreach, and strategic business development. Supported by Ai Merchantry’s branded programs, events, and digital tools, you’ll help us bring financial literacy, protection, and wealth-building opportunities into communities and organizations nationwide.

Key Focus Areas for Ai Merchantry Financial Advisors:

Community Engagement – Develop relationships with faith-based organizations, chambers of commerce, veteran associations, and cultural networks

Strategic Partnerships – Build connections with Centers of Influence (COIs), such as attorneys, CPAs, and business leaders, to create referral pipelines.

Event Collaboration – Coordinate and co-host educational workshops and webinars like Blueprints to Black Wealth™, We-LL Care™, BOSS™, and Protected Tomorrows™.

Advisor Support – Partner with Ai Merchantry’s financial, insurance, and annuity advisors to connect them with new client and community opportunities.

Lead Generation – Use Ai Merchantry tools such as LifeLink™, CuriosityQuote™, and GoHighLevel funnels to track, nurture, and convert leads.

Pipeline Management – Document outreach efforts, follow up with contacts, and maintain relationship-building consistency.

Brand Representation – Represent Ai Merchantry with professionalism and alignment to our values at community events, conferences, and industry meetings.

Qualifications & Requirements

Bachelor’s degree preferred; business, marketing, or communications a plus

3–6 years of experience in business development, partnerships, or community outreach

Existing relationships in community networks, nonprofits, or professional associations a strong advantage

Familiarity with CRM platforms (Salesforce, GoHighLevel), DocuSign, and Microsoft 365

Strong communication, public speaking, and networking skills

Must be 18 years or older, authorized to work in the U.S., and able to pass a background check

Core Competencies

Connector Mindset – Builds bridges across industries, organizations, and communities

Clear Communication – Inspires trust through authentic and effective messaging

Ownership Mentality – Takes initiative and drives outreach independently

Relationship Building – Develops long-term, mutually beneficial partnerships

Community Leadership – Engages with organizations in a way that reflects Ai Merchantry’s values

Adaptability – Thrives in diverse settings, from boardrooms to community centers

Strategic Thinking – Aligns partnership opportunities with Ai Merchantry’s mission and growth goals

Roles & Expectations — Business Development Advisor (Communities & Partnerships)

Engage with Communities — Build relationships with faith-based organizations, chambers of commerce, veteran associations, and cultural groups to expand Ai Merchantry’s reach.

Develop Strategic Partnerships — Cultivate connections with Centers of Influence (COIs) such as attorneys, CPAs, real estate professionals, and business leaders.

Drive Event Participation — Support and co-host community events, educational workshops, and webinars, including Ai Merchantry programs like Blueprints to Black Wealth™, We-LL Care™, Protected Tomorrows™, and BOSS™.

Generate Leads & Referrals — Use Ai Merchantry’s tools (LifeLink™, CuriosityQuote™, Asset-Map™, GoHighLevel funnels) to capture, track, and nurture leads.

Support Advisor Teams — Connect Financial Advisors, Insurance Agents, and Annuities/IUL Advisors with the right communities and partnership opportunities.

Manage Outreach Pipeline — Document conversations, schedule follow-ups, and ensure partnership activity aligns with growth goals.

Represent the Brand — Serve as an ambassador for Ai Merchantry at community events, conferences, and networking opportunities, reflecting our values of honesty, intentionality, and balance.

Contribute to Growth — Partner with leadership to identify new opportunities for expanding Ai Merchantry’s community impact and market presence.

Compensation & Commission Structure

This is a 100% commission-based role. Compensation is earned by:

Generating new client and advisor opportunities through community engagement

Creating partnership channels that lead to new business and referrals

Contributing to team revenue through event participation and lead conversion

Leveraging Ai Merchantry programs and branded tools to expand market presence

There is no base salary and no income cap — your earnings reflect the partnerships you create and the business you help generate.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income? — Business Development Advisor

At Ai Merchantry™, your income as a Business Development Advisor is commission-only and uncapped. Earnings are tied directly to the partnerships you establish, the communities you engage, and the business opportunities you generate for our advisors and programs.

Key Factors That Determine Income

Community Engagement

The number and quality of relationships built with churches, chambers of commerce, veteran groups, nonprofits, and cultural associations.

Ability to connect Ai Merchantry with new audiences who need protection, planning, and legacy solutions.

Strategic Partnerships

Referrals and opportunities created through Centers of Influence (COIs) such as CPAs, attorneys, and business leaders.

Partnerships that generate recurring opportunities for multiple advisors across Ai Merchantry’s platform.

Event & Program Participation

Co-hosting and supporting Ai Merchantry workshops, seminars, and webinars (e.g., Blueprints to Black Wealth™, We-LL Care™, BOSS™, Protected Tomorrows™).

The volume of attendees, leads, and conversions from these events.

Lead Generation & Marketing

Effective use of Ai Merchantry’s digital tools like LifeLink™, CuriosityQuote™, GoHighLevel funnels, and Asset-Map™ to generate qualified prospects.

Consistency in following up, nurturing, and connecting prospects with the right advisor.

Advisor Collaboration

The revenue and growth produced by connecting communities with our Financial, Insurance, IUL, and Annuities Advisors.

Your contribution to team-wide performance and market expansion.

Consistency & Ownership

The intentionality you bring to outreach, relationship management, and pipeline development.

Advisors who consistently engage in community work and partnership building see exponential income growth.

The Bottom Line

Your income is determined by the value of the doors you open. At Ai Merchantry™, we provide the platform, branded programs, and tools to help you succeed — but your earning potential is in your hands.

🕊 There’s no ceiling here. Only opportunity — to connect, collaborate, and create impact.

Work Environment & Physical Requirements

Flexible, remote-friendly position with regular in-person community or event participation

Requires extended computer use for CRM tracking, email outreach, and virtual meetings

Occasional light lifting (event kits, materials) up to 15 lbs

Reasonable accommodations provided for individuals with disabilities

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Ai Merchantry™

Access to branded programs like Blueprints to Black Wealth™, We-LL Care™, BOSS™, Protected Tomorrows™

Training, mentorship, and peer collaboration rooted in a culture of collaboration, not competition

Marketing and outreach tools including CRM funnels, digital quoting platforms, and co-hosted event support

A mission-driven platform that values communication, ownership, intentionality, and balance

Freedom to grow your business through the communities and partnerships that align with your purpose

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.

Virtual Assistant — Ai Merchantry™

Description

We’re seeking a Virtual Assistant who is organized, proactive, and mission-driven — someone who thrives in a fast-paced, entrepreneurial environment and enjoys being the connective thread that keeps people, projects, and priorities aligned.

This is more than an administrative role — it’s an opportunity to contribute to a purpose-driven platform that unites wealth planning, insurance solutions, community programs, and technology under one roof.

Key Focus Areas for Ai Merchantry Virtual Assistant:

Client & Partner Support: Serve as the first point of contact for clients and advisors through phone, email, or CRM channels. Provide clear communication and timely follow-ups.

Scheduling & Coordination: Manage calendars, coordinate virtual and in-person meetings, and ensure smooth preparation for client reviews, events, and webinars.

Event & Webinar Support: Assist with logistics, registrations, and communication for Ai Merchantry programs such as LifeLink™, Kaizen™, Blueprints to Black Wealth™, and Protected Tomorrows™.

Document & Workflow Management: Prepare proposals, organize forms, assist with e-signature processes (DocuSign), and maintain digital filing systems.

Advisor & Team Support: Partner with wealth advisors, insurance agents, and leadership to track projects, onboard new team members, and manage deliverables.

Marketing Assistance: Provide light support with social media scheduling, email campaigns, and CRM updates (Salesforce, GoHighLevel).

Technology Liaison: Coordinate with IT partners for account access, troubleshooting, and technology tool adoption.

Community & Impact Coordination: Support volunteer days, outreach initiatives, and client appreciation events aligned with our values.

Qualifications & Requirements

Bachelor’s degree preferred, or equivalent professional experience

2–5 years of experience in administrative, client service, or virtual assistant roles (financial services or insurance a plus)

Proficiency with Microsoft 365 Suite, DocuSign, Zoom, CRM systems (Salesforce/GoHighLevel preferred)

Excellent communication skills — both written and verbal — with a high level of emotional intelligence

Strong organizational and time management skills; able to balance multiple priorities in a growing business

Tech-savvy and comfortable learning new systems and tools

Detail-oriented, proactive, and aligned with Ai Merchantry’s values of communication, ownership, and intentionality

Core Competencies — Virtual Assistant

Organizational Excellence – Manages calendars, projects, and tasks with precision and efficiency

Clear Communication – Communicates proactively and effectively across phone, email, and digital platforms

Adaptability & Flexibility – Thrives in a fast-paced, entrepreneurial environment with shifting priorities

Tech-Savvy Mindset – Comfortable navigating CRM systems, virtual platforms, and productivity tools

Attention to Detail – Ensures accuracy and consistency in documents, scheduling, and client interactions

Client-Centered Support – Anticipates needs and delivers service that reflects Ai Merchantry’s values of care and intentionality

Emotional Intelligence – Demonstrates professionalism, empathy, and awareness in all interactions

Ownership & Initiative – Takes responsibility, follows through, and seeks solutions without waiting to be asked

Collaboration – Works seamlessly with advisors, agents, and partners to support the collective mission

Role Expectations

Engagement & Compensation

This is a contract/1099 position, structured to support Ai Merchantry’s entrepreneurial and flexible business model. Compensation is project- or retainer-based, with rates determined by experience, scope of responsibilities, and value contribution.

This role is remote-friendly, with occasional in-person support opportunities for events, training sessions, or advisor meetings.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Virtual Assistant Income (Insurance Focus)

Experience & Expertise – More specialized insurance knowledge (claims, policy support, tech tools) leads to higher pay.

Task Complexity – Administrative work pays less than lead generation, compliance support, or customer service models.

Engagement Model – Hourly compensation vs flat monthly retainer.

Platform or Agency – Working through firms/agencies may add reliability but cost more; direct hires can be more flexible.

Incentive Structure – Bonuses, stipends, perks, and acknowledgement impact total compensation.

Localization – Compensation aligns with local living costs; ₱57k can be a high-end benchmark in insurance contexts.

Value & Growth Opportunities

As a Virtual Assistant with Ai Merchantry™, you’re not just supporting day-to-day tasks — you’re part of the engine that drives our advisors, agents, and community forward. This role creates meaningful opportunities to:

Marketing Support – Assist in planning, scheduling, and executing digital marketing campaigns across email, social media, and webinars to expand brand awareness.

Appointment Setting – Schedule and confirm client meetings, advisor onboarding sessions, and recruiting calls with prospective agents.

Lead Management – Help track and nurture leads through CRM platforms like Salesforce and GoHighLevel, ensuring no opportunity is overlooked.

Recruiting & Onboarding – Support new agent onboarding, coordinate training sessions, and prepare resources to help new hires succeed.

Campaign Coordination – Play a hands-on role in launching and managing lead-generation campaigns, follow-up sequences, and referral initiatives.

Community Engagement – Assist with the promotion and logistics of Ai Merchantry events such as Blueprints to Black Wealth™, Protected Tomorrows™, We-LL Care™, and BOSS.

Advisor Empowerment – Free up licensed professionals to focus on client-facing work by handling critical behind-the-scenes operations.

This role is designed for someone who wants to grow with us — learning how modern marketing, technology, and intentional outreach all come together to help families and business owners Live Well. Leave Well.™

Virtual Assistant Engagement Work Environment & Requirements

Remote-based with reliable internet connection and access to a quiet workspace

Ability to sit for extended periods and work on a computer

Occasional light lifting (event materials, office supplies, etc.) up to 15 lbs

Must be 18 years or older and authorized to work in the United States

Background check may be required

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

Must be 18 years of age or older

Must hold or obtain appropriate state insurance and/or financial licenses

Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, we don’t offer “jobs” — we invite you to join a movement. As a Virtual Assistant, you’ll be part of a culture rooted in collaboration, growth, and legacy. Here’s what you can expect:

A purpose-driven platform focused on clients, advisors, and community impact

Exposure to cutting-edge tools and programs like Asset-Map™, CuriosityQuote™, Kaizen™, and LifeLink™

Opportunities to collaborate with experienced advisors, agents, and industry experts

A culture that values balance, honesty, and personal development

Freedom to contribute in ways that align with your strengths while continuously learning

Our Commitment to Diversity & Inclusion

Your values matter here. Your story matters here.

Let’s build something meaningful — together.