Financial Consultant (Remote)

Melius Consulting; San Jose (CA); Remote; USD 22,000 - 56,000; Part time

Job summary

Melius Consulting is seeking a Financial Consultant to empower clients toward financial independence from a remote, part-time role. You will understand client goals, offer tailored financial solutions, and help them make informed decisions that secure their future.

Responsibilities include educating clients with expertise, presenting compelling solutions, and maintaining compliance with evolving regulations. Flexible hours 5–10 per week, uncapped earning potential, and remote work await.

Qualifications

• A valid state life insurance license (or willingness to obtain with our support).
• Background check required and trusted relationships.
• 5–10 hours per week availability for a part-time role.
• Remote work with flexible scheduling.

Responsibilities

• Educate with expertise: share knowledge to help clients navigate financial options.
• Confident sales: present clear solutions and close deals based on trust.
• Stay compliant: keep up-to-date with industry regulations.

Skills

Financial advisory

Sales

Compliance

Education

State life insurance license

Job description

About the job Financial Consultant (Remote)

Achieve Balance and Impact with a Part-Time Financial Consulting Role

About Us:
We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we offer personalized financial strategies that empower individuals to secure their financial future.

Why This Role Fits Your Life:
You’ve spent years building your career and caring for your family. Now, imagine a role that allows you to leverage your experience, work on your own terms, and make a real impact. This isn’t just another job; it’s your opportunity to earn extra income while maintaining the balance you’ve worked so hard to achieve.

The Role:
As a Financial Consultant, you’ll use your knowledge and experience to guide clients toward financial independence. Your role is to understand their goals, offer tailored solutions, and empower them to make confident decisions that secure their future.

Key Responsibilities:

• Educate with Expertise: Share your knowledge with clients, helping them navigate financial options that align with their life goals. Your experience will make you their trusted advisor.
• Confident Sales: Present clear, compelling financial solutions that resonate with clients. You’ll close deals because they trust your expertise and value your advice.
• Stay Compliant: Keep up with the latest industry regulations to ensure your advice is always accurate and compliant.

What You Bring:

• A Proven Track Record: A valid state life insurance license (or the willingness to get licensed with our support) shows your commitment and readiness.
• Trust and Integrity: Passing a background check is just the start—you’ll build relationships based on trust and reliability.
• Experience and Drive: Your years of experience are invaluable, but your continued ambition and willingness to learn will take you even further.
• Balanced Availability: Commit 5-10 hours a week to this part-time role. We understand you have other priorities, so we ensure this role fits seamlessly into your life.

What’s in It for You?

• Flexibility and Control: Design your own schedule, work remotely, and enjoy the freedom to earn extra income without sacrificing your time.
• Meaningful Impact: Help clients achieve financial security and peace of mind—knowing you’re making a difference adds meaning to your work.
• Earning Potential: This commission-based role rewards your efforts. The more you invest, the more you earn, with no cap on your potential.