Financial Planning Consultant

Job DescriptionJob Description

Remote, Flexible Schedule, Upside Earning Potential

3+ Yrs of Sales / Finance / Leadership Experience

Committed and Coachable individuals encouraged—training offered

Looking for ambitious, driven individuals who are ready to grow a career from home. Whether you're a stay-at-home parent, a professional seeking a lucrative side hustle, or someone interested in transitioning into the financial services industry, this remote opportunity is extremely exciting and could be the right fit for you.

About the Role :

Our team is growing rapidly across the U.S., and we’re seeking motivated individuals to become licensed financial professionals. You'll work directly with clients to help them protect their income, build wealth, and plan for their future. No prior experience is necessary—our proven training and mentorship programs will guide you every step of the way.

What We Do :

Retirement Planning (401k / IRA rollovers)

Indexed Strategies

Life Insurance & Annuities

Child Head-Start Planning

Business Owner Solutions

Estate Planning

Long-Term Care

Ways to Work with Us :

Full-Time : Start right away. Grow a clientele. Grow a team.

Part-Time : Grow your practice part-time, on your own time.

Referral Partner : Have a network, connections, or families who need our help.

We work with top-rated financial companies nationwide and offer a flexible structure where you can grow your business remotely on your schedule.

Who We Look For :

Financial Professionals

Insurance Agents

Customer Service

Sales & Marketing

Public Speaking

Coaching Backgrounds

Leadership & Management

Real Estate & Mortgage Lenders

Other Industry Professionals

Work Environment & Support :

100% remote—Zoom is our virtual office

Extremely positive and supportive culture

No Leads Purchasing, Door Knocking, or Cold Calling

One-on-one mentorship with a designated Field Trainer

Ongoing training to help you launch and scale your business

Flexible part-time schedule (10–20 hours / week to start, based on your availability). Commission-based pay.

Licensing & Requirements :

Must be 18 or older

Must reside in the U.S., Puerto Rico, or Canada

Must have or be willing to obtain a Life & Health insurance license (we have discounted prices on the license and help you obtain it)

Must pass a background check (no felonies)

Must have or be eligible for a valid U.S. Social Security Number

Company DescriptionFull-fledged financial services provider delivering retirement and insurance solutions tailored to the unique needs of every family. Guided by our motto, No Family Left Behind, we are committed to educating clients, creating peaceful retirements, and securing your family's future to live your dream life now and in the future.Company DescriptionFull-fledged financial services provider delivering retirement and insurance solutions tailored to the unique needs of every family. Guided by our motto, No Family Left Behind, we are committed to educating clients, creating peaceful retirements, and securing your family's future to live your dream life now and in the future.