Financial Consultant with Training Opportunities

Build a fulfilling career focused on helping individuals secure their financial futures. As a Financial Consultant, you will assist clients with significant life transitions, from funding education to managing mortgages, healthcare costs, and preparing for retirement. This role is perfect for those starting anew, expanding existing practices, or building a brand new career. You’ll gain access to extensive training programs, valuable resources, and a variety of products to support your success.

In this position, you will:

Enjoy the flexibility of a schedule that includes both remote and in-person work options.

Receive a comprehensive benefits package including health, dental, vision, 401(k), pension, and life insurance.

Benefit from a training stipend and performance-driven bonuses.

Participate in company-sponsored travel and professional development initiatives.

Be sponsored for necessary licenses and continuing education.

We welcome applicants who are authorized to work in the United States. Your responsibilities will include:

Attending training sessions—both virtual and in-person—to enhance your financial expertise.

Building client relationships and creating personalized financial strategies.

Participating in structured coaching and mentorship to accelerate your growth.

Ensuring adherence to financial industry standards and licensing requirements.

Using marketing tools and resources to expand your client base.

Qualifications:

Self-motivated, coachable, and ambitious to succeed.

No prior financial experience required, as comprehensive training will be provided.

Strong communication and relationship-building skills.

Must be legally authorized to work in the US.

A demonstrated history of leadership or proven success.

Compensation:

$50,000 - $150,000+ based on commission performance.

Your role will involve:

Conducting thorough financial needs analyses and developing tailored strategies for clients.

Advising on various financial products and services, including life insurance, annuities, retirement plans, and tax strategies.

Keeping abreast of industry trends, market conditions, and regulatory changes to provide informed advice.

Maintaining strong client relationships through consistent communication and outstanding service, ensuring their financial goals are met.

Actively seeking new business opportunities through networking, referrals, and community engagement.