Financial Planning Consultant - ZipRecruiter : Job Details

Job DescriptionJob Description

We are seeking a Financial Planning Consultantto join our team!

Remote, Flexible Schedule, Upside Earning Potential3+ Yrs of Sales/Finance/Leadership ExperienceCommitted 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 StrategiesLife Insurance & AnnuitiesChild Head-Start PlanningBusiness Owner SolutionsEstate PlanningLong-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 ProfessionalsInsurance AgentsCustomer ServiceSales & MarketingPublic SpeakingCoaching BackgroundsLeadership & ManagementReal Estate & Mortgage LendersOther Industry Professionals

Work Environment & Support:100% remote—Zoom is our virtual officeExtremely positive and supportive cultureNo Leads Purchasing, Door Knocking, or Cold CallingOne-on-one mentorship with a designated Field TrainerOngoing training to help you launch and scale your businessFlexible part-time schedule (10–20 hours/week to start, based on your availability)

Licensing & Requirements:Must be 18 or olderMust reside in the U.S., Puerto Rico, or CanadaMust 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