Remote Financial Planning Consultant – Build a Home Practice

Rozgoo; Washington; Remote; USD 60,000 - 90,000; Full time

Job summary

Rozgoo is seeking a results-driven financial consultant to build a sustainable home-based business backed by a respected financial organization. You will connect with clients via video calls to understand their goals and tailor protective options.

In this role, you will conduct virtual consultations to map client financial requirements, design benefit-focused plan proposals, and provide ongoing support as you develop a growing client base from home.

Responsibilities

• Drive new business through proactive outreach and community networking.
• Conduct virtual consultations to map out client financial requirements.
• Design and deliver clear, benefit-focused plan proposals.
• Provide ongoing support to clients.

Job description

Rozgoo is seeking a results-driven financial consultant to build a sustainable home-based business backed by a respected financial organization. You will connect with clients via video calls to understand their goals and tailor protective options.

In this role, you will conduct virtual consultations to map client financial requirements, design benefit-focused plan proposals, and provide ongoing support as you develop a growing client base from home.