Part-Time Remote Financial Consultant | Flexible Schedule

Melius Consulting; Kansas City (MO); À distance; USD 6 000 - 24 000; Temps partiel

Résumé du poste

Melius Consulting is seeking a Financial Consultant for a remote, part-time role. You will guide clients toward financial independence, assess goals, and offer tailored solutions while maintaining compliance and integrity.

Responsibilities include educating clients, presenting compelling financial options, and building trusted advisor relationships. A valid state life insurance license or willingness to obtain one is required, along with passing a background check.

Qualifications

• Valid state life insurance license (or willingness to get licensed with our support)
• Background check required
• Experience in financial consulting or sales preferred

Responsabilités

• Educate clients with expertise and help them navigate financial options aligned with their goals
• Present clear financial solutions and close deals based on trust and value
• Stay compliant with industry regulations and ensure advice accuracy

Connaissances

Life insurance licensing

Client education

Sales ability

Regulatory compliance

Description du poste

Melius Consulting is seeking a Financial Consultant for a remote, part-time role. You will guide clients toward financial independence, assess goals, and offer tailored solutions while maintaining compliance and integrity.

Responsibilities include educating clients, presenting compelling financial options, and building trusted advisor relationships. A valid state life insurance license or willingness to obtain one is required, along with passing a background check.