About Us
We are a financial services firm focused on financial education and literacy. Licensed to serve clients across the United States we help individuals and families understand their financial options and work toward their wealth-building goals. Our mission is to make financial knowledge accessible to people from all backgrounds.
Position Overview
We are seeking motivated individuals to join our team as Financial Consultants. This independent contractor position offers flexible scheduling with both part-time (5-10 hours/week) and full-time options available. Youll work remotely helping clients understand financial strategies including retirement planning insurance-based protection and wealth accumulation.
Key Responsibilities
- Educate clients on financial concepts and strategies
- Help clients develop customized financial plans aligned with their goals
- Provide ongoing support and guidance on budgeting debt reduction investing and retirement planning
- Maintain compliance with all industry regulations and licensing requirements
- Build and maintain client relationships through professional service
Requirements
- Age: 18 years or older
- Citizenship: U.S. citizen
- License: Valid state life insurance license required (training and licensing support available)
- Background Check: Must pass background check
- Availability: Commitment of 5-10 hours minimum per week
Preferred Qualifications
- Customer service or management experience
- 1 year of professional experience (but not required)
- Financial knowledge is helpful but not required - comprehensive training provided
What We Offer
- Flexible Schedule: Work remotely on your own schedule
- Comprehensive Training: In-house group and individual training provided
- Professional Development: Access to experienced mentors and ongoing education
- Growth Opportunity: Advancement based on individual career goals
Compensation
This is a commission-based 1099 independent contractor position with earning potential of $65000 - $115000 annually based on performance and hours worked.
Work Setting
100% remote - no door-to-door sales no cold calling no telemarketing
How to Apply
If your qualifications align with this opportunity we will contact you to schedule an introductory phone call to discuss the role answer questions and review compensation structure to determine mutual fit before any formal interviews.
About UsWe are a financial services firm focused on financial education and literacy. Licensed to serve clients across the United States we help individuals and families understand their financial options and work toward their wealth-building goals. Our mission is to make financial knowledge accessi...
About Us
We are a financial services firm focused on financial education and literacy. Licensed to serve clients across the United States we help individuals and families understand their financial options and work toward their wealth-building goals. Our mission is to make financial knowledge accessible to people from all backgrounds.
Position Overview
We are seeking motivated individuals to join our team as Financial Consultants. This independent contractor position offers flexible scheduling with both part-time (5-10 hours/week) and full-time options available. Youll work remotely helping clients understand financial strategies including retirement planning insurance-based protection and wealth accumulation.
Key Responsibilities
- Educate clients on financial concepts and strategies
- Help clients develop customized financial plans aligned with their goals
- Provide ongoing support and guidance on budgeting debt reduction investing and retirement planning
- Maintain compliance with all industry regulations and licensing requirements
- Build and maintain client relationships through professional service
Requirements
- Age: 18 years or older
- Citizenship: U.S. citizen
- License: Valid state life insurance license required (training and licensing support available)
- Background Check: Must pass background check
- Availability: Commitment of 5-10 hours minimum per week
Preferred Qualifications
- Customer service or management experience
- 1 year of professional experience (but not required)
- Financial knowledge is helpful but not required - comprehensive training provided
What We Offer
- Flexible Schedule: Work remotely on your own schedule
- Comprehensive Training: In-house group and individual training provided
- Professional Development: Access to experienced mentors and ongoing education
- Growth Opportunity: Advancement based on individual career goals
Compensation
This is a commission-based 1099 independent contractor position with earning potential of $65000 - $115000 annually based on performance and hours worked.
Work Setting
100% remote - no door-to-door sales no cold calling no telemarketing
How to Apply
If your qualifications align with this opportunity we will contact you to schedule an introductory phone call to discuss the role answer questions and review compensation structure to determine mutual fit before any formal interviews.
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