Financial Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver financial insights that enhance clients' wealth-building strategies.

• Provide solutions that align with clients’ real estate investments.

• Present financial strategies that complement clients’ real estate objectives.

• Ensure clients grasp and trust the options offered.

• Keep abreast of industry regulations and uphold legal compliance.

• Utilize company tools, training, resources, internal platforms, and licensing options.

⛳️ Requirements

• A valid State Life Insurance License is required (internal training and licensing available if needed).

• Background check must be passed and provided.

• Experience in real estate is preferred.

• Financial services experience is advantageous but not mandatory.

• Commitment of 5–10 hours per week is expected.

• Ability to deliver financial insights and present financial strategies to clients.

• Compliance with industry regulations and legal standards is essential.

🏝️ Benefits

• Flexibility with part-time, remote work opportunities.

• Potential for commission-based income.

• Support for internal training and licensing.

• Access to tools, training, and resources.

• Availability of internal platforms and licensing options.

• Opportunities for growth within the financial services sector.