Remote Entry-Level Financial Consultant - Training Licensing

Atlasfinancialsolutions Co

Philadelphia (Philadelphia County)

On-site

USD 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Flexible schedule
Training provided
Mentorship opportunities

Job summary

Atlasfinancialsolutions Co is seeking Entry Level Financial Consultants for a rewarding career in financial services. The role offers remote work and flexible scheduling, making it ideal for motivated individuals looking to build long-term relationships with clients.

Qualifications include being 18+ and authorized to work in the U.S. No prior experience is necessary as comprehensive training and mentorship are provided. Join us to help individuals protect and grow their financial future.

Qualifications

  • Must be 18 years or older and authorized to work in the U.S.
  • Willing to obtain a Life & Health Insurance License within 60 days.
  • Sales, customer service, or leadership experience is preferred.

Responsibilities

  • Meet with clients virtually or in person.
  • Help clients understand financial strategies.
  • Develop customized protection and retirement solutions.
  • Educate clients in a professional and ethical manner.
  • Maintain organized records and compliance.
  • Participate in ongoing training and mentorship.
  • Build long-term client relationships.

Skills

Coachable
Professional
Self-motivated
Sales experience
Customer service experience

Job description

Atlasfinancialsolutions Co is seeking Entry Level Financial Consultants for a rewarding career in financial services. The role offers remote work and flexible scheduling, making it ideal for motivated individuals looking to build long-term relationships with clients.

Qualifications include being 18+ and authorized to work in the U.S. No prior experience is necessary as comprehensive training and mentorship are provided. Join us to help individuals protect and grow their financial future.

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