Remote Financial Planning Associate — Grow Your Practice

Bloom Financial Partners; Houston (TX); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Flexible remote

Part/full-time path

Mentorship program

Carrier access

Leadership development

Performance-based compensation

Long-term growth

Job summary

Bloom Financial Partners seeks motivated individuals to join a remote financial services practice focused on protection planning, retirement strategies, and long-term education for families. Start part-time or full-time with mentorship, training, and access to established carriers, enabling flexible growth while building your own client base.

Ideal candidates are self-motivated, coachable, and comfortable working independently online; prior sales or client-facing experience helps but is not

Qualifications

• Ability to educate families on life insurance and retirement strategies.
• A proactive approach to building client relationships in a remote setting.
• Willingness to obtain Life & Health Insurance license with provided guidance.
• Comfort working independently with mentorship and training available.

Responsibilities

• Educate families on life insurance and retirement strategies.
• Build trusted client relationships through education and service.
• Participate in weekly training and coaching sessions.
• Grow a client base through networking, referrals, and outreach.
• Explore leadership opportunities for team development.

Skills

Strong communication

Ownership mindset

Coachable

Remote work

Sales experience

Job description

Bloom Financial Partners seeks motivated individuals to join a remote financial services practice focused on protection planning, retirement strategies, and long-term education for families. Start part-time or full-time with mentorship, training, and access to established carriers, enabling flexible growth while building your own client base.

Ideal candidates are self-motivated, coachable, and comfortable working independently online; prior sales or client-facing experience helps but is not