Independent Financial Consultant

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POSITION TITLE: Financial Consultant
POSITION TYPE: Part-Time / Full-Time
WORK LOCATION: Remote – US, Canada, Puerto Rico

POSITION SUMMARY
Are you ready to take the next step in your career? Whether you are an experienced insurance professional or exploring a new path in financial services, we invite you to join our dynamic, ethics-driven organization.

With over a decade of leadership in the financial services sector, our company has transitioned to a fully online model, creating remote opportunities nationwide. All you need is a reliable laptop and internet connection.

As a Financial Consultant, you will be part of a mission-driven team that helps individuals and families make informed financial decisions and build more secure futures. This role is ideal for candidates who are coachable, motivated, and interested in long-term career growth.

PRIMARY RESPONSIBILITIES

• Participate in a structured, comprehensive training program focused on both technical skills and personal development.
• Learn fundamental financial concepts and how to present them clearly to clients.
• Educate clients on essential financial topics to help them make informed decisions.
• Provide guidance on a wide range of financial services, including:
• Credit counseling
• College planning
• Long-term care planning
• Investments and asset management
• Tax-free retirement strategies
• Other wealth-building and protection strategies
• Build and maintain strong client relationships through professional communication and follow-up.
• Work collaboratively within a team environment while taking ownership of your individual goals.
• Develop toward leadership and management opportunities based on performance and initiative.

WHAT WE OFFER

• Comprehensive, step-by-step training program
• Flexible schedule (part-time and full-time opportunities)
• 100% remote work environment
• Supportive, team-oriented and mission-driven culture
• Stimulating and meaningful work helping individuals and families
• Unlimited growth and income potential
• No territorial restrictions or sales quotas

QUALIFICATIONS

• Excellent verbal and written communication skills
• Ability to work effectively in a team environment
• Detail-oriented with strong task follow-up and organizational skills
• Ability to perform well under pressure while maintaining a positive attitude
• Strong time management and multitasking abilities

Additional Requirements:

• Must be a resident of the United States, Canada, or Puerto Rico
• Must be legally authorized to work in the US, Canada, or Puerto Rico
• Willing to obtain a life and health insurance license (training and guidance provided)

COMPANY CULTURE

We encourage an entrepreneurial mindset where you take ownership of your career while benefiting from a supportive, collaborative environment. At our company, you are not just an employee; you are a valued member of a team that celebrates shared success. Your personal and professional growth is a core priority, and we are committed to supporting you every step of the way.

HOW TO APPLY

If you are ready to build a rewarding career in financial services while making a positive impact on others, we invite you to schedule your interview today.

DISCLAIMER

Individual results may vary. While we are committed to providing training, support, and a proven system, success in this role depends on your effort, consistency, adherence to our training and sales processes, quality of client interactions, and the specific insurance and financial needs of your chosen market.

Job Types: Full-time, Part-time, Contract

Pay: From $24,000.00 per year

Expected hours: 10 – 40 per week

Work Location: Remote