Financial Consultant

Wealth Companies; Florida; On-site; USD 60,000 - 150,000; Full time

Job summary

Educate Again is hiring Full-Time Financial Consultants in Palm Beach, Stuart and Port St. Lucie, Florida. This is a lead-based opportunity with no cold calling, designed for licensed insurance professionals who want to build their own long-term financial services business.

You’ll work within an established market, receive training and coaching, and have access to a book of business, client appointments, seminars, and ongoing support. First-year income potential ranges from $60,000 to $150,000+.

Qualifications

• Current Florida 2-14 or 2-15 insurance license or willingness to obtain
• Reside in or be able to work within Palm Beach, Stuart, or Port St. Lucie areas
• Excellent communication and interpersonal skills
• Comfortable conducting both individual and group presentations
• Professional, self-disciplined, and highly motivated
• Strong relationship-building skills
• Ability to work independently and manage your schedule
• Desire to build a long-term business in financial services

Responsibilities

• One-on-one client appointments
• Group presentations
• Educational seminars
• New client introductions
• Existing client reviews and account upgrades
• Open enrollment periods
• District expos and special events
• Ongoing training, coaching, and professional support

Skills

Communication skills

Presentation skills

Networking

Job description

Job Description

Job Description

** Financial Consultant** – Exclusive Lead-Based Opportunity

** Now Hiring: Select Financial Consultants**

** Palm Beach | Stuart | Port St. Lucie**

Are you a licensed insurance professional looking for an opportunity to build your own business, develop long-term client relationships, and grow your income—without cold calling?

We are seeking a select number of motivated and professional Financial Consultants to join our growing team in an exclusive, lead-based niche market.

If you are a self-starter who wants more than simply a job and is interested in building a long-term financial services business , this opportunity may be for you.

** Why This Opportunity Is Different**

Our consultants are provided access to an established book of business to service, review, upgrade, and expand , along with new prospective clients generated through our established markets and government contracts.

For more than 30 years , our company has maintained contracts within K–12 public school systems , as well as additional non-education markets.

Through these established relationships, our consultants have opportunities to work directly with a high volume of potential clients in a professional and welcoming environment.

** Build Recurring, Long-Term Income**

Our business model includes a payroll-deduction market , giving consultants the opportunity to establish long-term client relationships and develop recurring income as their business grows.

Consultants have access to opportunities including:

• One-on-one client appointments
• Group presentations
• Educational seminars
• New client introductions
• Existing client reviews and account upgrades
• Open enrollment periods
• District expos and special events
• Ongoing training, coaching, and professional support

** Best of All — No Cold Calling**

** This is a lead-based opportunity. No traditional cold calling is required.**

Instead, you will have the opportunity to work within established markets and build your business through client appointments, presentations, seminars, events, referrals, and ongoing account development.

** Compensation & Benefits**

• ** Overall first-year income potential: $60,000–$150,000+**
• 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
• Global travel incentive programs, including first-class trips
• Comprehensive step-by-step training
• Ongoing coaching, training, and support
• Existing book of business and lead opportunities
• Opportunity to build and develop a nationwide team
• Building a team (optional) will give you Additional income through override commissions

** Long-Term Business Growth Potential**

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+

_ 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._

** Requirements**

• Current Florida 2-14 or 2-15 insurance license , or willingness to obtain the appropriate license
• Reside in or be able to work within the Palm Beach, Stuart, or Port St. Lucie areas
• Excellent communication and interpersonal skills
• Comfortable conducting both individual and group presentations
• Professional, self-disciplined, and highly motivated
• Strong relationship-building skills
• Ability to work independently and manage your schedule
• Desire to build a long-term business in financial services

** Training & Support**

You do not have to figure it out alone.

** Full step-by-step training, coaching, and ongoing support are provided** to help you learn the business, develop your presentation skills, work with clients, and build your practice.

Learn more about the company and opportunity:

Educate Again

** Position Details**

** Position:** Full-Time Financial Consultant
** Location:** Palm Beach, Stuart & Port St. Lucie, Florida
** License:** Florida 2-14 or 2-15, or willingness to obtain
** Income Potential:** $60,000–$150,000+ first-year potential, with significant long-term growth potential

If you're ready to move beyond a traditional sales job and build a long-term financial services business with an established market, qualified leads, training, and ongoing support , we would like to hear from you.

Company 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.