Financial Consultant
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Overview
We are seeking motivated coachable individuals interested in building a long-term career in financial consulting. No prior experience is required. We provide full training and support to help you obtain your State Life Insurance License Series 6/63 License Mortgage Origination License and begin serving clients.
The company provides financial assistance toward licensing costs and some states allow new consultants to begin earning under a temporary license for 46 months depending on state regulations. These details will be discussed during the interview/information session.
What Youll Do
Assist individuals and families with foundational financial planning
Educate clients on life insurance retirement strategies and income protection
Build and maintain long-term client relationships
Follow compliance guidelines and maintain accurate documentation
Participate in ongoing training and professional development
Requirements
Requirements
Must be 18
Must be eligible to obtain a State Life Insurance License Series 6/63 License Mortgage Origination License
Reliable internet and phone access
Benefits
What We Provide
Licensing support and guidance
Step-by-step onboarding and mentorship
Flexible scheduling
Remote-friendly systems and tools
Opportunities for advancement into leadership recruiting or agency building
Ideal Candidate
Strong communication and interpersonal skills
Self-motivated and goal-oriented
Willing to learn financial concepts
Interested in long-term career growth
Able to pass a background check required for licensing
Required Skills:
Requirements Must be 18 Must be eligible to obtain a State Life Insurance License Series 6/63 License Mortgage Origination License Reliable internet and phone access Must live in the United States
Company Industry
IT Services and IT Consulting
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
