Entry Level Financial Consultant
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Financial Consultant (Entry-Level & Career-Changers Welcome)
Remote Flexible Schedule Training Provided Commission Bonuses
Launch a Career in Financial Services No Experience Required
We are expanding and looking for driven coachable individuals who want to build a long-term career helping families protect and grow their wealth.
As a Financial Consultant you will work directly with individuals and families to create practical financial strategies focused on income protection retirement planning and asset growth. Youll receive structured training mentorship and licensing support so you can build confidence while building your income.
This is ideal for individuals who:
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Want uncapped income potential
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Prefer flexibility and control over their schedule
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Enjoy educating and helping others
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Are motivated by personal growth and advancement
What You Will Do
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Meet with clients (virtually or in person) to review financial goals
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Develop customized protection and long-term planning strategies
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Educate clients in a clear ethical and compliant manner
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Maintain organized records and follow industry guidelines
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Participate in weekly training and mentorship sessions
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Build long-term client relationships and referral networks
Compensation & Structure
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1099 Independent Contractor
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Commission-based with extra earning potential
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Performance bonuses available
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Part-time or full-time options
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Remote flexibility
Income is performance-based and designed to reward effort consistency and leadership development.
What We Provide
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Step-by-step licensing guidance (Life & Health Insurance)
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Exam prep support
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Ongoing mentorship from experienced leadership
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Professional development and leadership track
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Proven systems for client acquisition and case support
Requirements
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18 years old (licensing requirement)
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Authorized to work in the U.S.
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Willing to obtain a state Life & Health license within 60 days
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Strong communication skills
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Self-motivated and coachable
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Professional and dependable
Finance or sales experience is helpful but not required we train the right individuals.
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
