Remote Financial Consultant (Part-Time/Full-Time)

Job Summary

We are looking to expand our team of financial consultants in a fully remote environment.

This position is an Entry level Financial Consultant (part-time or full-time).

Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (included but are not limited to Getting out of debt, Budgeting, Retirement Planning, Wealth Accumulation, College Planning, Investments, Rollovers, Annuities, Roth IRA, & Insurance).

Key Responsibilities:

Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's needs
Follow ethics industry standard
Complete licensing requirements
Maintain licenses and industry ethics

Qualifications - (Please READ)

Must be over the age of 18
Driver's License
Background check required
Willing to obtain a state license if you do not have one yet (Life, Accident and Health)
Ability to manage customer relationships and provide tailored financial advice
2-3 years of customer service/client interaction recommended (not required)

Qualities we're looking for:

Entrepreneurial ambition
Integrity, ethical and a strong sense of morality.
Passion for making a difference and helping people.
Self-motivated, accountable, and a team player.
Ability to receive coaching and feedback.
Strong interpersonal skills
Self-motivated
Enjoys working in a fast-paced, highly productive, value-driven environment

Schedule: You create your own besides ongoing weekly training:

Tuesday: 3pm HST/ 4pm AKT/ 5pm PST/ 6pm MST/ 7pm CST/ 8pm EST

and

Saturday: 7am HST/ 8am AKT/ 9am PST/ 10am MST/ 11am CST/ 12pm EST

Important Note: You don’t have to quit your current job to join us. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

If you’re ready to make an impact while building a flexible, fulfilling career, we want to hear from you!

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

Projected Total Compensation: $62,500.00 - $96,900.00 per year

Benefits:

Flexible schedule

Application Question(s):

Are you authorized to work in the United States?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H – 1B visa status)? Unfortunately, we are not able to work with individuals who are not an official U.S. Citizen.

Location: