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

Bloom Financial Partners; United States; Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Flexible remote environment

Part-time or full-time path options

Structured mentorship and ongoing PD

Access to established financial carrie

Planning solutions

Leadership growth opportunities

Performance-based compensation

Clear path for long-term professional

Job summary

Bloom Financial Partners is offering a flexible remote opportunity to help families while building meaningful long-term income potential. The role supports part-time or full-time paths with structured mentorship and access to established financial carriers and planning solutions.

You’ll work remotely, develop financial knowledge, and assist clients with protection and retirement-focused strategies while building a scalable business for long-term growth.

Qualifications

• Excellent communication and relationship-building abilities.
• Willingness to obtain a Life & Health license (guidance provided).
• Self-motivated with a growth mindset and coachability.

Responsibilities

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

Skills

Strong communication

Growth mindset

Coachable

Independent work

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 started part-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