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Job Requirements of Independent Financial Consultant (Full Training Provided)-Remote/Work From Home-Remote:
Qualifications:
- Outstanding verbal and written communication skills
- Ability to work independently and in a team environment
- Work effectively under pressure with a positive attitude
- Capability to prioritize tasks and manage time efficiently
- Ability to perform tasks consistently
- Self-starting attitude and a determination to advance in the company
Base Requirements:
- Minimum 20 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Ability to complete licensing requirements within 60 days (mentoring assistance provided for state-specific licensing requirements)
- Accountability with high level of integrity (critical to this regulated and customer-based industry)
Sales experience is preferred; however, we are willing to train the right individual. If you are looking for a rewarding and lucrative career and to be in business for yourself but not by yourself with no ceilings on compensation or advancement potential, please respond with your resume.
Do you meet the requirements for this job?

Independent Financial Consultant (Full Training Provided)-Remote/Work From Home-Remote
Job Description:
Our financial company is based out of California and has now expanded into all 50 states. We are dedicated to providing financial planning, advising, and wealth management using a unique system where we go out and meet individuals, families, and businesses where they are. Our mission is “No family left behind.” Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We help customize financial plans for all who need help and are being overlooked by traditional financial services. We stand out because of the various services and the educational approach we provide to our clients.
Due to our rapid expansion, we have more work than we can handle, and we are looking to train the right individuals to help our clients grow, protect, and build their wealth for better financial futures and help convert our clients’ portfolios into tax advantaged vehicles for their retirement.
Business Opportunity Offers:
- Ø High Income Potential (1099 Production Based/Commission Only Position)
- Ø Flexibility of remote position
- Ø Part-Time or Full-Time Career Change or Enhancement
- Ø Promotional Opportunities
- Ø Structured Work Environment
- Ø Our One-on-One training, Group training, On the Job training, Mentoring, Group Support, etc.
Qualifications:
- Outstanding verbal and written communication skills
- Ability to work independently and in a team environment
- Work effectively under pressure with a positive attitude
- Capability to prioritize tasks and manage time efficiently
- Ability to perform tasks consistently
- Self-starting attitude and a determination to advance in the company
Base Requirements:
- Minimum 20 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Ability to complete licensing requirements within 60 days (mentoring assistance provided for state-specific licensing requirements)
- Accountability with high level of integrity (critical to this regulated and customer-based industry)
Sales experience is preferred; however, we are willing to train the right individual. If you are looking for a rewarding and lucrative career and to be in business for yourself but not by yourself with no ceilings on compensation or advancement potential, please respond with your resume.
Recommended Skills
- Active Learning
- Active Listening/Communication Skills
- Critical Thinking
- Self Motivation
- Speaking
- Time Management
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