Financial Services Consultant

Job Description

Job Description

This Position is Located in San Diego, California

Help Families Build Stronger Financial Futures

At National Life Group, we believe every family deserves access to trusted financial guidance—someone who understands their goals, values, and dreams for the future.

We're looking for compassionate, motivated individuals who want to make a meaningful difference by helping families prepare for life's milestones, protect what matters most, and build lasting financial security.

Whether you're starting a new career or seeking a greater sense of purpose, we'll provide the training, mentorship, and support to help you build a successful business while making a lasting impact in your community.

About National Life Group

National Life Group is a community-driven financial services organization dedicated to helping families build secure financial foundations through education, protection, and long-term planning.

We recruit, train, and mentor individuals who are passionate about serving others. Our advisors come from the communities they serve, building trusted relationships through education, integrity, and genuine care.

Our mission is to empower financial professionals to educate, protect, and strengthen families—creating financial confidence today and generational prosperity for tomorrow.

What You'll Do

As a Financial Services Consultant, you'll work alongside individuals and families to better understand their financial goals and help them make informed decisions for every stage of life.

What We Offer

We believe that when our advisors grow, families and communities grow with them.

That's why we provide:

• Comprehensive training and licensing support

• One-on-one mentorship from experienced leaders

• Flexible full-time and part-time opportunities

• Hybrid and remote work options

• Competitive commission structure with performance incentives

• Leadership development and business coaching

• Marketing tools and technology to support your success

• A collaborative culture focused on service, education, and long-term relationships

• Unlimited opportunities for personal and professional growth

Why Join National Life Group?

Helping a family protect their future is more than a transaction—it's a lasting relationship built on trust.

At National Life Group, you'll have the opportunity to educate families, strengthen communities, and build a career that creates meaningful impact for generations to come.

If you're looking for a career where purpose and professional growth go hand in hand, we'd love to hear from you.

Apply today and help families build brighter financial futures with National Life Group

Pay: $75,000 - $150,000 per year - Part-Time, Full-Time, Contract

Benefits:

• 401(k)

• Dental insurance

• Flexible schedule

• Health insurance

• Life insurance

• Paid time off

• Professional development assistance

• Retirement plan

• Vision insurance

Work Location: Hybrid remote in San Diego, CA 92130

Compensation:

$75,000 - $150,000 yearly

Responsibilities:

What You'll Do

As a Financial Services Consultant, you'll work alongside individuals and families to better understand their financial goals and help them make informed decisions for every stage of life.

Your responsibilities include:

• Meet with individuals and families to understand their financial goals, priorities, and concerns.

• Educate clients on strategies that help protect their income, loved ones, retirement, and future.

• Design personalized financial solutions based on each family's unique needs and life stage.

• Build long-term relationships by providing ongoing guidance, annual reviews, and exceptional service.

• Empower families through financial education so they can make informed decisions with confidence.

• Develop your business through community involvement, referrals, educational workshops, and relationship building.

• Participate in ongoing training, mentorship, and leadership development.

• Maintain the highest standards of professionalism, ethics, and regulatory compliance.

Qualifications:

Who We're Looking For

You don't need previous experience in financial services—we're looking for people who genuinely enjoy helping others.

Successful candidates are:

• Passionate about making a positive impact in the lives of families.

• Excellent communicators who enjoy building meaningful relationships.

• Self-motivated with an enterprising mindset.

• Coachable and eager to learn.

• Honest, dependable, and committed to serving others with integrity.

• Comfortable networking and engaging with their local community.

• Sales, customer service, education, healthcare, or business experience is helpful but not required.

• Eligible to obtain the required state insurance license (licensing assistance provided).

About Company

National Life Group is looking for experienced business builders, sales leaders, recruiters, managers, and enterprising professionals who are ready to take their experience to the next level.