Financial Consultant

Job Description

Job Description

Financial Consultant (Remote & Flexible)

Compensation: 100% Commission-Based (Uncapped Earning Potential)

• Entry-Level (0–3 yrs): $65,000 average annual earnings
• Mid-Level (4–7 yrs): $284,000 average annual earnings
• Senior-Level (8–10+ yrs): $500,000+ average annual earnings

Employment Type: Full-Time or Part-Time (100% Remote / Flexible Schedule)

Location: Remote

About Us

We do more than offer financial services — we help individuals build better futures through financial education, protection, and planning. Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.

We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies. Whether you're looking to launch a full-time business or build a high-income secondary revenue stream, we offer a flexible, supportive environment to build a meaningful, lifelong career.

What We’re Looking For

We are seeking self-driven, entrepreneurial individuals who are passionate about helping others achieve financial peace of mind. No prior financial industry experience is required — we provide complete training, mentorship, and step-by-step guidance to help you get licensed and build a thriving practice.

• Self-Driven & Coachable: A strong work ethic and eagerness to learn proven business systems.
• People-First Mindset: Strong interpersonal skills and a genuine desire to educate and empower families.
• Background: Sales, customer service, or hospitality experience is a plus, but willingness to be trained within our system is what matters most.
• Bonus: Bilingual capability (English/Spanish) is a major plus!
• Licensing: Must be willing to obtain a Life & Health Insurance License (we provide complete licensing support and study guidance).

Key Responsibilities

• Client Education: Educate individuals and families on personal financial strategies, retirement planning, and asset protection.
• Needs Analysis: Analyze client financial goals and evaluate current coverage or savings plans.
• Custom Recommendations: Deliver tailored recommendations using our suite of life insurance and wealth-building products.
• Relationship Building: Build long-term, trust-based relationships with clients and referral partners.
• Professional Growth: Participate in ongoing mentorship, carrier training, and industry tools workshops to stay current on market best practices.

What We Offer

• Uncapped Earnings: Commission-based model where your effort directly controls your income.
• 100% Remote Flexibility: Work from anywhere and set your own daily or weekly schedule.
• Comprehensive Training & Licensing Support: Hands-on mentorship from experienced leadership and structured licensing guidance.
• Flexible Engagement: Choose full-time career building or part-time flexibility.
• Leadership & Business Equity: Clear pathways for team building, agency leadership, and equity growth.