Entry-Level Financial Services Consultant II
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Job Location:
Salary:
Experience Required:
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
RemoteFriendly Flexible Schedule CareerTrack Role
About the Opportunity
This is a structured pathway into the financial services industry for individuals who want a long-term professional careernot a short-term sales gig. Youll receive training mentorship and support to earn the licenses required to work with clients in areas such as life insurance retirement planning and basic investment strategies.
This role is ideal for people who want to build a career helping families improve their financial futures even if theyre starting with no prior industry experience.
What the Role Involves
Guiding individuals and families through foundational financial planning
Learning and educating clients about life insurance retirement options and income protection
Building long-term client relationships
Following compliance standards and maintaining accurate documentation
Participating in ongoing training workshops and mentorship programs
Training & Licensing Support
Assistance toward obtaining your State Life Insurance License Series 6/63 and Mortgage Origination License
Some states allow new representatives to begin earning under a temporary license (46 months depending on regulations)
Step-by-step onboarding with experienced mentors
Remote-friendly tools and systems
What Makes This Role Legitimate & Valuable
You are entering a regulated industry that requires background checks and state licensing
You receive formal training not pay-to-play or commission-only recruiting
You gain portable industry-recognized licenses that open doors across financial services
Clear advancement paths into leadership recruiting or agency building
Requirements
Who Thrives Here
Strong communicators who enjoy helping people
Self-motivated individuals who want control over their schedule and income
People who want a long-term career not just a job
Coachable learners who are willing to study for licensing exams
Must be able to pass a background check (required for licensing)
Basic Requirements
18 or older
Eligible to obtain required state licenses
Reliable internet and phone access
Must reside in the United States
.
Benefits
- Work from home
- Make your own schedule
Required Skills:
Who Thrives Here Strong communicators who enjoy helping people Self-motivated individuals who want control over their schedule and income People who want a long-term career not just a job Coachable learners who are willing to study for licensing exams Must be able to pass a background check (required for licensing) Basic Requirements 18 or older Eligible to obtain required state licenses Reliable internet and phone access Must reside in the United States .
Company Industry
IT Services and IT Consulting
Key Skills
- Anti Money Laundering
- Dynamics AX
- Editorial
- Gems Jewellery
- Accounts Reconciliation
- Information Technology
