Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided

Bloom Financial Partners; Charlotte (NC); Hybrid; USD 50,000 - 90,000; Part time

Benefits offered by this job

Flexible remote

Part-time options

Mentorship program

Carrier access

Leadership growth

Performance-based pay

Job summary

Bloom Financial Partners in Charlotte, NC is seeking motivated individuals for a flexible remote role in financial services. You’ll help families with protection and retirement planning and build long-term income with mentorship and training.

Start part-time or full-time, work remotely, grow toward leadership, and access established carriers and planning solutions through structured development.

Qualifications

• Strong communicators who enjoy helping others.
• Self-motivated individuals with a growth mindset.
• Coachable professionals eager to learn and develop
• Comfortable working independently in a remote environment
• Sales, customer-facing, relationship-building, or entrepreneurial experience is a plus
• Willingness to obtain a state Life & Health Insurance License (guidance provided)

Responsibilities

• Educate families on protection planning, life insurance, and retirement-focused financial strategies
• Build client relationships through trust, education, and service
• Learn financial concepts, planning frameworks, and available product solutions through mentorship
• Participate in weekly training, coaching, and professional development
• Build your client base through networking, referrals, and outreach
• Explore leadership and team growth opportunities over time

Skills

Excellent communication

Self-motivated

Growth mindset

Coachable

Independent work

Sales experience

Job description

Compensation

Performance-based compensation with growth and leadership opportunities

About the Opportunity

Are you looking for a flexible remote opportunity where you can help families while building meaningful long-term income potential?

Our growing team is seeking motivated individuals interested in launching a career in financial services. Whether you’re transitioning from sales, client service, education, business ownership, or another people-focused profession, we provide structured mentorship and training to help you succeed.

This opportunity can be startedpart-time or full-time, making it ideal for professionals seeking flexibility while building toward long-term growth.

You’ll work remotely while developing financial knowledge, helping clients with protection and retirement-focused strategies, and building a business that can grow with you.

What You’ll Do

• Educate families on protection planning, life insurance, and retirement-focused financial strategies
• Build client relationships through trust, education, and service
• Learn financial concepts, planning frameworks, and available product solutions through mentorship
• Participate in weekly training, coaching, and professional development
• Build your client base through networking, referrals, and outreach
• Explore leadership and team growth opportunities over time

Who We’re Looking For

• Strong communicators who enjoy helping others
• Self-motivated individuals with a growth mindset
• Coachable professionals eager to learn and develop
• Comfortable working independently in a remote environment
• Sales, customer-facing, relationship-building, or entrepreneurial experience is a plus
• Willingness to obtain a state Life & Health Insurance License (guidance provided)

What We Offer

• Flexible remote environment
• Part-time or full-time path options
• Structured mentorship and ongoing professional development
• Access to established financial carriers and planning solutions
• Leadership growth opportunities
• Performance-based compensation structure
• A clear path for long-term professional growth