About the Role:
We are seeking a motivated and client-focused Financial Professional to join our team. This role is ideal for individuals passionate about helping people achieve their financial goals in areas such as budgeting, savings, investments, and retirement planning. You will have the opportunity to build lasting relationships with clients while guiding them toward strategies that promote financial confidence and long-term security.
Responsibilities
• Meet virtually with clients to assess their financial goals, needs, and priorities
• Provide guidance on budget creation, debt reduction, savings strategies, and investment planning
• Develop tailored financial plans for retirement and other life milestones
• Educate clients on financial products, market trends, and wealth-building strategies
• Maintain accurate and confidential client records
• Stay up to date with industry regulations, financial tools, and economic trends
• Collaborate with internal team members and external partners to deliver comprehensive solutions
Licensing Requirement:
• A Life and Health Insurance License is required for certain aspects of this role.
• You may begin working and earning while preparing for and completing your licensing exam, with company guidance and support.
Qualifications:
• Strong interest in personal finance, investments, and retirement planning
• Excellent communication and interpersonal skills
• Ability to work independently and manage time effectively in a remote setting
• High level of integrity, professionalism, and ethical standards
• Proficiency with basic computer applications and virtual meeting tools
• Prior experience in financial services, insurance, banking, or related fields is a plus, but not required
Compensation & Benefits:
• Commission-based earnings with performance bonuses
• Licensing support and training provided
• Flexible, part-time schedule
• Remote work from anywhere with internet access
• Opportunity for career advancement and transition to full-time if desired
Ideal Candidate:
This position is perfect for someone looking for flexible, meaningful work that makes a difference in people’s lives. Whether you’re transitioning careers, re-entering the workforce, or looking for supplemental income, this role allows you to learn, grow, and help clients create a secure financial future.
• *Please do not apply if you are looking for a base salary, this position is totally commission based**
