Financial Consultant - Remote

Overview

As a Financial Consultant, you will empower individuals and businesses to achieve financial well-being through education and support.

In Short

• Serve as a key contact for clients, providing financial education and support.
• No prior financial experience required; training provided.
• Engage with clients to help them navigate their financial goals.
• Strong entrepreneurial focus is encouraged.
• Compensation based on performance with uncapped income potential.
• Assist clients with consumer and small business solutions.
• Become licensed to provide financial products to clients.
• Utilize resources and technologies to enhance client experience.
• Adhere to regulatory requirements in client interactions.
• Work remotely or in a hybrid model.

Requirements

• Ambition and drive to positively impact the community.
• Experience in customer service or management.
• Ability to pass a background check.
• Must pass a state licensing exam.
• Must be 18 or older and a U.S. citizen.
• Access to a computer with a camera.

Benefits

• Uncapped income potential.
• Study materials and support for licensing exam.
• Remote and hybrid work options available.
• In-house online tools and training provided.
• Flexible scheduling to fit your lifestyle.
• Weekly training and coaching from industry leaders.
• A proven system for success if followed.