Financial Consultant

71X Suites; Philadelphia (Philadelphia County); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in financial services is expanding and seeking motivated licensing financial professionals. This flexible remote role offers comprehensive training and mentorship in wealth management and client support, making it ideal for individuals ready to take the next step in their career in the financial industry.

Benefits

Flexible schedule

One-on-one mentorship

Ongoing training support

100% remote work with a positive culture

Qualifications

• 3+ years of sales or finance experience preferred.
• Motivated, driven, with strong leadership qualities.
• Willing to obtain a Life & Health insurance license.

Responsibilities

• Work with clients on retirement planning and wealth building.
• Provide mentoring and training support.
• Grow clientele and possibly a team.

Skills

Sales

Customer Service

Public Speaking

Leadership

Education

Life & Health Insurance License

Job description

Remote, Flexible Schedule, Upside Earning Potential

3+ Yrs of Sales/Finance/Leadership Experience Required

We're expanding nationally and looking for ambitious, driven individuals who are ready to grow a career from home. Whether you're a stay-at-home parent, a professional seeking a lucrative side hustle, or someone interested in transitioning into the financial services industry, this remote opportunity is extremely exciting and could be the right fit for you.

About the Role:

Our team is growing rapidly across the U.S., and we're seeking motivated individuals to become licensed financial professionals. You'll work directly with clients to help them protect their income, build wealth, and plan for their future. No prior experience is necessary—our proven training and mentorship programs will guide you every step of the way.

What We Do:

• Retirement Planning (401k/IRA rollovers)
• Indexed Strategies
• Life Insurance & Annuities
• Child Head-Start Planning
• Business Owner Solutions
• Estate Planning
• Long-Term Care

Ways to Work with Us:

• Full-Time: Start right away. Grow a clientele. Grow a team.
• Part-Time: Grow your practice part-time, on your own time.
• Referral Partner: Have the network, connections, or families who need our help.

Who We Look For:

• Financial Professionals
• Insurance Agents
• Customer Service
• Sales & Marketing
• Public Speaking
• Coaching Backgrounds
• Leadership & Management
• Real Estate & Mortgage Lenders
• Other Industry Professionals

Work Environment & Support:

• 100% remote—Zoom is our virtual office
• Extremely positive and supportive culture
• No Leads Purchasing, Door Knocking, or Cold Calling
• One-on-one mentorship with a designated Field Trainer
• Ongoing training to help you launch and scale your business
• Flexible part-time schedule (10–20 hours/week to start, based on your availability)

Licensing & Requirements:

• Must be 18 or older
• Must reside in the U.S., Puerto Rico, or Canada
• Must have or be willing to obtain a Life & Health insurance license (we have discounted prices on the license and help you obtain it)
• Must pass a background check (no felonies)
• Must have or be eligible for a valid U.S. Social Security Number