Licensed Financial Services Consultant – Remote | Flexible Schedule Leverage your experience. Expand your opportunities. Build a meaningful career helping individuals and families with their financial goals. We are seeking motivated professionals who want to develop their expertise in financial services, build strong client relationships, and create a flexible career with the potential to grow over time. Location Remote – United States Schedule Part-Time or Full-Time | Flexible Employment Type Independent Contractor (1099) About the Opportunity This opportunity is designed for professionals who are interested in helping individuals and families understand strategies related to financial protection, retirement, income, savings, and long-term financial goals. Whether you’re looking for a part-time opportunity that fits around your existing commitments or a full-time professional path, you can determine the level of involvement that aligns with your goals. What You’ll Do • Meet with clients to understand their financial goals and priorities • Educate clients on financial protection, retirement, income, savings, and risk-management strategies • Help clients evaluate financial solutions based on their individual needs • Build and maintain professional client relationships • Provide ongoing client follow-up and service • Maintain accurate records and follow applicable licensing and compliance requirements • Continue developing your knowledge and skills in financial services What We Provide • Flexible remote work environment • Part-time or full-time scheduling options • Structured onboarding and training • Ongoing mentorship and professional development • Access to a broad range of insurance and financial solutions • Support from experienced professionals • Licensing guidance and support Who We’re Looking For We’re looking for professionals who are • Self-motivated and goal-oriented • Strong communicators and active listeners • Professional, organized, and client-focused • Comfortable working independently • Interested in developing a career in financial services • Committed to ethical, needs-based client education Experience in insurance, financial services, sales, customer service, management, education, or other client-facing professions can be valuable. Licensing Requirements Both Life and Health insurance licensing are required for this opportunity. If you already hold both licenses, you can move forward with the applicable onboarding process. If you do not currently hold both licenses, licensing can be obtained as part of getting started. Support and guidance are provided throughout the licensing process. Candidates must meet applicable state licensing requirements. Compensation This is a commission-based, independent contractor (1099) position. Compensation is performance-based and is not a guaranteed salary or hourly wage. Requirements • Life and Health insurance licenses, or willingness and ability to obtain both • Authorized to work in the United States • Ability to meet applicable state licensing and regulatory requirements • Strong communication and organizational skills • Ability to manage an independent work schedule • Commitment to professionalism, compliance, and client service A Flexible Professional Opportunity If you’re looking for a professional opportunity that allows you to choose your level of involvement, develop valuable financial services expertise, and help individuals and families make informed financial decisions, this could be a strong fit. Whether you’re seeking a flexible part-time opportunity or looking to build a full-time career, the opportunity can grow with your goals. Job Types Full-time, Part-time, Contract Work Location Remote Pay $55,000.00 – $150,000.00 per year Benefits • Flexible schedule Experience • sales 1 year (Preferred) License/Certification • life, health, or combined life and health insurance license (Preferred) Work Location Remote
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