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

Bloom Financial Partners; Phoenix (AZ); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Mentorship program

Training & development

Job summary

Bloom Financial Partners is seeking motivated individuals to build a flexible, profession-guided practice in financial services. No prior experience required; training, mentorship, and support are provided to help you succeed.

You’ll meet clients to identify goals, educate on retirement strategies and protection planning, and grow your business via networking and referrals while working remotely and independently.

Qualifications

• Must be willing to obtain a state Life & Health Insurance License.
• Must be legally authorized to work in the United States.
• Able to pass licensing requirements applicable to the position.

Responsibilities

• Meet with individuals and families to help identify financial goals and priorities.
• Educate clients on protection planning, retirement strategies, and financial concepts.
• Build and maintain long-term client relationships.
• Participate in training, mentorship, and professional development programs.
• Develop your business through networking, referrals, and community outreach.
• Work alongside experienced mentors while building your own practice.

Skills

Self-motivated

Strong communicator

Coachable

Independent worker

Sales knowledge

Job description

Are you looking for a career that offers flexibility, professional development, and the opportunity to help individuals and families improve their financial future?

Our growing team is seeking motivated individuals interested in building a career in financial services. Whether you’re exploring a career change, returning to the workforce, or looking for an opportunity to develop a long-term professional practice, we provide the training, mentorship, and support needed to help you succeed.

No prior financial services experience is required. We provide education, coaching, and access to industry-leading resources to help you develop professionally.

What You’ll Do

• Meet with individuals and families to help identify financial goals and priorities
• Educate clients on protection planning, retirement strategies, and financial concepts
• Build and maintain long-term client relationships
• Participate in training, mentorship, and professional development programs
• Develop your business through networking, referrals, and community outreach
• Work alongside experienced mentors while building your own practice

Who We’re Looking For

• Self-motivated and growth-oriented individuals
• Strong communicators who enjoy helping others
• Coachable professionals willing to learn new skills
• Individuals comfortable working independently and remotely
• Sales, customer service, management, education, healthcare, or client-facing experience is helpful but not required
• Individuals interested in personal and professional development

Requirements

• Must be willing to obtain a state Life & Health Insurance License (guidance provided)
• Must be legally authorized to work in the United States
• Must be able to pass any licensing requirements applicable to the position

What We Offer

• Flexible schedule (part-time or full-time)
• Remote work environment
• Structured training and mentorship
• Access to leading financial services carriers and providers
• Professional development opportunities
• Leadership and advancement opportunities
• Performance-based compensation

If you’re looking for a meaningful career helping others while building a flexible professional practice, we’d love to connect with you.