Financial Consultant

Finera Financial; Philadelphia (Philadelphia County); Remote; USD 50,000 - 250,000; Part time

Job summary

Finera Financial is expanding and seeking motivated individuals to become licensed financial professionals. Providing comprehensive training, the firm focuses on helping clients protect their income, build wealth, and plan for their financial future. Flexible work options available, with part-time and full-time positions offered.

Benefits

Remote working opportunities

Flexible schedule

Upward mobility potential

Qualifications

• Must have or be willing to obtain a Life & Health insurance license.
• Background in coaching or professional services is preferred.
• Must pass a background check and be 18 years or older.

Responsibilities

• Directly engage with clients to protect income and build wealth.
• Utilize training and mentorship to guide new professionals.
• Support clients in planning for their financial futures.

Skills

Leadership

Public Speaking

Customer Service

Education

Life & Health insurance license

Job description

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• Remote, Flexible Schedule, Upside Earning Potential
• Looking for Business Owners, Consultants, & Coaches

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 Income
• Indexed Strategies
• Life Insurance & Annuities
• Child Head-Start Planning
• Business Owner Solutions
• 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:

• Insurance Agents
• Customer Service
• Public Speaking
• Coaching Backgrounds
• Leadership & Management
• Other Industry Professionals
• 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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