Entry Level Financial Services Consultant - Remote

Overview

We are seeking a Financial Services Consultant to provide life insurance, investment, and mortgage solutions to clients. This is an excellent opportunity for professionals who want to offer comprehensive financial guidance and build long-term relationships with clients.

In Short

• Assess client needs and recommend suitable life insurance policies.
• Educate clients on the importance of financial protection for their families.
• Process applications and ensure compliance with underwriting guidelines.
• Develop personalized investment strategies for individuals and businesses.
• Guide clients on retirement planning, asset allocation, and risk management.
• Assist clients in selecting the best home loan options.
• Collaborate with lenders, real estate agents, and underwriters.
• Review financial documents and ensure compliance with mortgage regulations.
• Ongoing training, mentorship, and licensing support provided by the company.
• Remote / Hybrid work options available.

Requirements

• Life Insurance License (or willingness to obtain).
• Series 6, 7, 63, or 65 licenses for investment advisory services (preferred but not required).
• NMLS license for mortgage lending (preferred but not required).
• Sales experience.
• Strong interpersonal, analytical, and problem-solving skills.

Benefits

• Competitive commission + bonuses.
• Access to leads, marketing tools, and technology platforms to grow your business.
• Career advancement opportunities in financial services.