Remote Financial Consultant — Mentorship

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

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.