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Personal Finance Consultant

About the Opportunity:

We are currently seeking driven and goal oriented individuals to join our expanding financial services team. This role offers the flexibility to work around your current schedule while building a meaningful career helping families protect their financial future.


 

Whether you’re looking to supplement your income or transition into a full-time career, we provide the training, systems, and support to help you succeed from day one.


 

Key Responsibilities:


 

Meet with clients (virtually or in-person) to assess financial needs

Provide solutions such as life insurance and financial strategies

Schedule and manage appointments

Follow a proven system to guide clients through the process

Continuously develop personal and professional skills


 

 

What You Can Expect:


 

Flexible work schedule (evenings/weekends available)

Remote work environment

Step-by-step training and mentorship

A team-oriented culture with ongoing support

Advancement opportunities based on performance

Unlimited earning potent


 

Compensation Structure:

 

Bonuses, incentives, and performance rewards

Potential to build residual income over time


 

Qualifications:


 

18 years or older

Strong work ethic and positive attitude

Good communication skills

Willingness to learn and be coached

Must pass a background check


 

 

Getting Started:


 

A background check fee is required upfront, which will be reimbursed after you obtain your state license

You will be guided through the licensing process step-by-step

There is a monthly investment for business software and tools used to operate efficiently


 

Ideal Candidate:

 

Self-starters looking for flexibility and growth

Individuals open to learning a new industry

Those who want to help others while increasing their income

People looking to build something long-term


 

Next Steps:

Apply today to schedule a brief interview and learn more about how you can get started.