Financial Planning Specialist

Galaxy Multiservices; Fort Myers (FL); Remote; USD 40,000 - 60,000; Full time

Job summary

Galaxy Multiservices cherche à étoffer son équipe de professionnels financiers à distance. Ce poste permet de travailler avec des clients pour les aider à protéger leur revenus et planifier leur avenir financière. Pas d'expérience préalable requise, des formations et des programmes de mentorat sont offerts pour assurer votre succès dans ce domaine. Postulez dès maintenant pour rejoindre une culture de soutien et de réussite.

Benefits

Horaires flexibles

Mentorat individuel

Programme de formation continue

Qualifications

• 18 ans ou plus.
• Résider aux États-Unis, à Porto Rico ou au Canada.
• Être prêt à obtenir une licence d'assurance vie et santé.

Responsibilities

• Travailler directement avec les clients pour les conseiller sur la protection de leurs revenus.
• Aider à la planification de la retraite et à la constitution de patrimoine.
• Participer à la formation et au mentorat.

Skills

Leadership

Customer Service

Public Speaking

Coaching

Education

Life & Health insurance license

Job description

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Remote, Flexible Schedule, Upside Earning Potential

3+ Yrs of Sales/Finance/Leadership Experience Preferred

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
• 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 a network, connections, or families who need our help.

We work with top-rated financial companies nationwide and offer a flexible structure where you can grow your business remotely on your schedule.

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

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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