Financial Services Consultant

Financial Services Consultant (Part-Time or Full-Time on a 1099 contract) Compensation: This is a commission-based, independent contractor (1099) position. It is uncapped, performance-based income with bonuses Location: 100% Remote | Flexible Schedule About the Role We are expanding our financial services team and seeking motivated, purpose-driven individuals to join us as Financial Services Consultants. In this role, you will help individuals and families navigate important financial decisions, protect their income, and plan for a secure future. As a consultant, you will provide education and guidance using insurance-based and financial solutions while building meaningful, long-term client relationships. Whether you are experienced in finance or exploring a new career path, we offer structured training, mentorship, and licensing support to help you succeed. What You’ll Do • Conduct comprehensive financial needs assessments to understand clients’ goals and priorities • Develop personalized financial strategies, including life insurance, retirement planning, annuities, savings strategies, and risk management • Educate clients on financial concepts in a clear, ethical, and needs-based manner • Support clients with asset protection and long-term financial planning • Research market trends, economic conditions, and regulatory updates to provide informed guidance • Build and manage your own book of business with ongoing mentorship and support • Maintain regular communication and follow-ups to ensure long-term client success • Uphold confidentiality, compliance, and the highest ethical standards What We Offer • Fully remote work with a flexible schedule • Hands-on training and step-by-step mentorship • Licensing assistance for Life & Health insurance • Clear opportunities for advancement and leadership • Uncapped earning potential with performance incentives • Access to A+ rated financial and insurance carriers (e.g., Nationwide, Fidelity, Prudential) • A supportive, growth-oriented team culture Who This Role Is For • Individuals seeking a flexible, independent career with growth potential • Career changers looking to enter financial services • Self-motivated professionals who value purpose-driven work • Strong communicators who enjoy helping others make informed decisions • Those committed to integrity, accountability, and client-first service Qualifications & Requirements • Must be at least 18 years of age (licensing requirement) • U.S. Citizen, Legal Resident, or authorized to work in the U.S. with a valid SSN • Ability to pass a background check • Willingness to obtain a state Life & Health insurance license (support provided) • Ability to complete licensing requirements • Strong communication and organization skills Why Join Us This is an opportunity to build a meaningful career while helping others achieve financial confidence and long-term security. You’ll gain professional skills, flexibility, and income potential in a supportive environment that values growth, integrity, and impact. Job Types: Full-time, Part-time, Contract Pay: $57,000.00 - $69,000.00 per year Expected hours: 15 – 40 per week Benefits: • Financial planning services • Flexible schedule Work Location: Remote