Financial Consultant

Job Description

Job Description

As a Financial Consultant based in Palm Beach, Stuart, or Port St. Lucie, Florida, you will have the opportunity to build a thriving financial services business serving government contract school employees. This role offers significant long-term income potential through dedicated business development, supported by a comprehensive team training and ongoing support system. You will leverage financial planning and CRM software to deliver expert financial guidance and develop strong client relationships in your local community.

 

Responsibilities

• Develop comprehensive financial plans tailored to client needs
• Deliver engaging presentations to individuals and groups
• Build and maintain strong relationships with school employee clients
• Utilize financial planning and CRM software to manage client information and transactions
• Collaborate with team members for training and support
• Manage time effectively to balance client consultations and business development
• Maintain compliance with relevant licensing and industry regulations

 

Required Qualifications

• Relevant financial certifications
• Current Florida 2-14 or 2-15 insurance license, or willingness to obtain

 

Preferred Qualifications

• Entry-level experience in financial consulting
• Knowledge of insurance products and regulations
• Strong client relationship management skills
• Excellent presentation and communication skills
• Self-motivated with effective time management abilities
• Experience in business development and teamwork
• Basic financial knowledge
• For highly productive consultants who consistently build and develop their business, our long-term income model can provide significant growth potential.

Illustrative
income potential may include:

· Years 1–3: $100K–$175K+

· Years 4–5: $200K–$300K+

· Years 6–10: $300K–$700K+

· Years 11–15: $700K–$1.2M

Additional Quarterly bonus and incentive opportunities with the potential to earn $10,000–$50,000+ in additional incentives in
addition to commissions , based on applicable programs and qualifications

These figures represent potential income ranges and are not guarantees. Actual income varies based on production, client retention, business development, licensing, qualifications, team development, applicable compensation programs, and other factors. Our agents are currently earning these commissions and incentives.

Deadline to apply Aug 31, 2026

\nCompany Description

We are the #1 retirement specialist company in the nation! We pride ourselves on training and supporting our agents to succeed.

Company Description

We are the #1 retirement specialist company in the nation! We pride ourselves on training and supporting our agents to succeed.