Financial Consultant

Atlasfinancialsolutions Co; Dallas (TX); Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training systems

Marketing and client acquisition support

Mentorship from experienced leadership

Job summary

Atlasfinancialsolutions Co is looking for a Financial Consultant in Dallas, TX. This role involves working with clients to create financial strategies, with flexible remote and hybrid work options.

The position offers a commission-based compensation structure, ongoing mentorship, and the potential for significant income growth. Previous experience in sales or customer service is beneficial but not required.

Qualifications

• Must be 18 years or older.
• Authorized to work in the United States.
• Willing to obtain a New York Life & Health Insurance License within 60 days.

Responsibilities

• Meet with clients to review financial goals and needs.
• Educate clients on financial protection and planning strategies.
• Develop customized financial solutions.

Skills

Strong communication and interpersonal skills

Professional, coachable, and self-motivated

Job description

Financial Consultant

Dallas, TX| Remote & Hybrid Flexibility | Training Provided

Build a Career With Long-Term Income Potential

We are expanding throughout New York and seeking motivated individuals who are ready to build a professional career in financial services.

This opportunity is designed for ambitious, people-oriented individuals who want more flexibility, income growth, and advancement potential than traditional corporate roles often provide.

Whether you are transitioning from sales, hospitality, real estate, banking, customer service, education, or another fast-paced industry, we provide the training, mentorship, and support needed to succeed.

About the Role

As a Financial Consultant, you will work directly with individuals, families, and business owners to help them create strategies focused on:

• Income protection
• Retirement preparation
• Debt reduction
• Long-term financial growth
• Wealth preservation

You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals.

Why This Opportunity Appeals to New York Professionals

• Flexible remote and hybrid work options
• Performance-based income with uncapped earning potential
• Fast-track advancement opportunities
• Entrepreneurial environment with leadership development
• Ability to build additional income streams
• Ongoing mentorship from experienced professionals
• Opportunity to work independently while having team support

This role is ideal for individuals looking to create more control over their time, income, and career trajectory.

What You'll Do

• Meet with clients to review financial goals and needs
• Educate clients on financial protection and planning strategies
• Develop customized financial solutions
• Build and maintain professional client relationships
• Participate in training, mentorship, and leadership development
• Maintain compliance and professional standards

Compensation Structure

• 1099 Independent Contractor
• Commission-based compensation
• Performance bonuses and incentives available
• Part-time and full-time opportunities
• Remote flexibility available throughout New York

Income is based on production, consistency, and leadership growth.

What We Provide

• Step-by-step Life & Health licensing support
• State exam preparation assistance
• Comprehensive training systems
• Marketing and client acquisition support
• Mentorship from experienced leadership
• Leadership and business development track

Qualifications

• Must be 18 years or older
• Authorized to work in the United States
• Strong communication and interpersonal skills
• Professional, coachable, and self-motivated
• Willing to obtain a New York Life & Health Insurance License within 60 days

Previous experience in sales, customer service, hospitality, management, or business development is helpful but not required.

If you are looking for a professional opportunity with flexibility, growth potential, and a supportive environment, we encourage you to apply.