Remote Financial Solutions Consultant

Verisum; United States; Remote; USD 89,280 - 223,200; Full time

Benefits offered by this job

Daily Pay

Performance Bonuses

Health insurance options

Full Training & Licensing Support

Advancement Opportunities

Job summary

A financial services firm is looking for motivated individuals to build flexible finance careers. The role involves consulting with clients on personalized financial strategies, working remotely with a flexible schedule. Full training and mentorship are provided, requiring excellent communication skills and a willingness to obtain a Life and Health Insurance License. A rewarding compensation plan includes potential earnings of $8,000 to $20,000/month, performance bonuses, and advancement opportunities.

Qualifications

• Excellent communicator, especially over phone/Zoom.
• Coachable, driven, and self-motivated.
• Ability to build rapport and earn trust quickly.
• Comfortable with remote tools (Zoom, CRM platforms).
• Life and Health Insurance License (or willingness to obtain—we’ll help).

Responsibilities

• Educate and consult with individuals on financial strategies.
• Conduct virtual meetings to present tailored financial solutions.
• Follow up with warm leads—no cold calling.
• Guide clients through various financial products.
• Use CRM tools to manage client relationships.
• Participate in training sessions and mentorship calls.

Skills

Excellent communicator

Coachable

Self-motivated

Ability to build rapport

Comfortable with remote tools

Education

Life and Health Insurance License

Tools

CRM platforms

Zoom

Job description

A financial services firm is looking for motivated individuals to build flexible finance careers. The role involves consulting with clients on personalized financial strategies, working remotely with a flexible schedule. Full training and mentorship are provided, requiring excellent communication skills and a willingness to obtain a Life and Health Insurance License. A rewarding compensation plan includes potential earnings of $8,000 to $20,000/month, performance bonuses, and advancement opportunities.