Financial Services Advisor

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    Skills

    • Communication Skillsunmatched
    • Customer Acquisitionunmatched
    • Customer Relationsunmatched
    • Customer Trainingunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Financial Strategyunmatched
    • Health Insuranceunmatched
    • Leadershipunmatched
    • Licensingunmatched
    • Life Insuranceunmatched
    • Mentoringunmatched
    • Organizational Skillsunmatched
    • Record Keepingunmatched
    • Retirement Planningunmatched
    • Salesunmatched
    • Strategic Planningunmatched

    Description

    Financial Consultant (Entry-Level & Career-Changers Welcome)

    Remote | Flexible Schedule | Training Provided | Commission + Bonuses

    Launch a Career in Financial Services — No Experience Required

    We're expanding and looking for driven, coachable individuals who want to build a long-term career helping families protect and grow their wealth.

    As a Financial Consultant, you will work directly with individuals and families to create practical financial strategies focused on income protection, retirement planning, and asset growth. You will receive structured training, mentorship, and licensing support — so you can build confidence while building your income.

    This is ideal for individuals who:

    • Want additional income potential

    • Prefer flexibility and control over their schedule

    • Enjoy educating and helping others

    • Are motivated by personal growth and advancement

    What You Will Do

    • Meet with clients (virtually or in person) to review financial goals

    • Develop customized protection and long-term planning strategies

    • Educate clients in a clear, ethical, and compliant manner

    • Maintain organized records and follow industry guidelines

    • Participate in weekly training and mentorship sessions

    • Build long-term client relationships and referral networks

    Compensation & Structure

    • 1099 Independent Contractor

    • Commission-based with extra channels of earning potential

    • Performance bonuses available

    • Part-time or full-time options

    • Remote flexibility

    Income is performance-based and designed to reward effort, consistency, and leadership development.

    What We Provide

    • Step-by-step licensing guidance (Life & Health Insurance)

    • Exam prep support

    • Ongoing mentorship from experienced leadership

    • Professional development and leadership track

    • Proven systems for client acquisition and case support

    Requirements

    • 18+ years old (licensing requirement)

    • Authorized to work in the U.S.

    • Willing to obtain a state Life & Health license within 60 days

    • Strong communication skills

    • Self-motivated and coachable

    • Professional and dependable

    Finance or sales experience is helpful but not required — we train the right individuals.

    Numbers & Facts

    LocationOhio

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