Financial Services Advisor

Atlasfinancialsolutions Co; New York (NY); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Licensing support

Marketing and client acquisition help

Mentorship from leadership

Leadership and business development

Job summary

Atlasfinancialsolutions Co is expanding in New York and seeking motivated individuals to build a professional career in financial services. The role involves meeting with clients virtually and in person to educate them on financial solutions aligned with their goals, with training and mentorship provided.

Flexible remote and hybrid options, performance-based income, and leadership development opportunities are highlighted.

Qualifications

• Must be 18 years or older.
• Authorized to work in the United States.
• Strong communication and interpersonal skills are essential.
• Professional, coachable and self-motivated individuals are sought.
• Willing to obtain a New York Life & Health Insurance License within 60 days.

Responsibilities

• Meet with clients to review financial goals and needs.
• Educate clients on financial protection and planning strategies.
• Develop customized financial solutions.
• Build and maintain professional client relationships.
• Participate in training, mentorship, and leadership development.
• Maintain compliance and professional standards.

Skills

Strong communication

Interpersonal skills

Self-motivated

Coachable

Job description

About the job Financial Services Advisor

New York Market | Remote & Hybrid Flexibility | Training Provided

Build a Career With Long-Term Income Potential

We are expanding throughout New York and seeking motivated individuals who are ready to build a professional career in financial services.

This opportunity is designed for ambitious, people-oriented individuals who want more flexibility, income growth, and advancement potential than traditional corporate roles often provide.

Whether you are transitioning from sales, hospitality, real estate, banking, customer service, education, or another fast-paced industry, we provide the training, mentorship, and support needed to succeed.

About the Role

As a Financial Consultant, you will work directly with individuals, families, and business owners to help them create strategies focused on:

• Income protection
• Debt reduction
• Wealth preservation

You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals.

Why This Opportunity Appeals to New York Professionals

• Flexible remote and hybrid work options
• Performance-based income with uncapped earning potential
• Entrepreneurial environment with leadership development
• Ability to build additional income streams
• Ongoing mentorship from experienced professionals
• Opportunity to work independently while having team support

This role is ideal for individuals looking to create more control over their time, income, and career trajectory.

What You'll Do

• Meet with clients to review financial goals and needs
• Educate clients on financial protection and planning strategies
• Develop customized financial solutions
• Build and maintain professional client relationships
• Participate in training, mentorship, and leadership development
• Maintain compliance and professional standards

Compensation Structure

• Commission-based compensation
• Performance bonuses and incentives available
• Part-time and full-time opportunities
• Remote flexibility available throughout New York

Income is based on production, consistency, and leadership growth.

What We Provide

• Step-by-step Life & Health licensing support
• Marketing and client acquisition support
• Mentorship from experienced leadership
• Leadership and business development track

Qualifications

• Must be 18 years or older
• Authorized to work in the United States
• Strong communication and interpersonal skills
• Professional, coachable, and self-motivated
• Willing to obtain a New York Life & Health Insurance License within 60 days

Previous experience in sales, customer service, hospitality, management, or business development is helpful but not required.