Financial Consultant

Flexible Schedule - Set your own hours, with the ability to work full-time or part-time (5–40 hours per week).

No Experience Required - Comprehensive training and mentorship provided. Preferred backgrounds include customer service, management, retail, or hospitality.

As a Financial Professional, you’ll empower clients from diverse backgrounds by providing financial education and personalized planning. You’ll help individuals, families, and business owners achieve their short-, mid-, and long-term financial goals through retirement planning, college savings, investments, and insurance solutions. Our mission is to build confidence in our clients’ financial futures using innovative technology, trusted expertise, and a client-first approach.

Desired Characteristics

• Commitment to personal and professional growth.
• Strong communication and interpersonal skills.
• Leadership experience or a desire to develop leadership abilities.
• Passion for making a positive impact in the financial industry.
• Ability to thrive in both collaborative team settings and independent work.
• High integrity, with a focus on prioritizing clients’ best interests.

Key Responsibilities

• Conduct professional virtual appointments through our firm’s online platform.
• Build and maintain trusted client relationships, providing ongoing financial guidance.
• Manage your calendar, client portfolio, and operational tasks efficiently.
• Prepare and recommend tailored financial plans, including data entry and report generation.
• Stay current on financial products, providers, and industry trends.
• Mentor and guide new representatives as needed, adhering to company standards.

What Sets Us Apart

• Fully Remote Work: Operate from anywhere with cutting-edge virtual tools.
• Flexible Roles: Choose between full-time or part-time commitments.
• Innovative FinTech: Leverage industry-leading technology to deliver exceptional client experiences.
• Supportive Culture: Join a team that prioritizes personal fulfillment and professional growth.
• Growth Opportunities: Potential for future agency ownership and leadership roles.
• High Client Retention: Benefit from our industry-leading persistency rates.

Qualifications

• Minimum age of 18 (25+ preferred).
• Legal U.S. resident, citizen, or work permit holder with a valid SSN.
• Ability to pass a background check.
• Willingness to complete licensing requirements within 30 days.
• High level of accountability and integrity, critical for a regulated, client-focused industry.
• Entrepreneurial mindset, with a drive to build and grow as a business partner.

We Offer

• Comprehensive training program, no prior experience needed.
• Opportunity to work in the #1 growing financial industry.
• Meaningful work mentoring, teaching, and serving clients.
• Access to financial planning services for personal use.
• Referral program to expand your network.

Compensation & Benefits

• Earning Potential: $0.01–$100,000 per year, based on performance.
• Flexible Schedule: Control your workload and hours.
• Supplemental Pay: Performance-based bonuses and commissions.

Benefits:

• Financial planning services
• Professional development assistance

Application Question(s):

• Are you located in the United States or Canada?

Education:

• High school or equivalent (Required)

Pay: $0.01 - $50,000.00 per year

Benefits:

• Financial planning services

Work Location: Remote