
Financial Consultant
Posted Oct 31

Posted Oct 31
This is a fully remote position, open to applicants in Texas.
• Provide education to clients regarding financial options that align with their life aspirations.
• Assist clients in achieving financial independence.
• Comprehend clients’ objectives and deliver customized financial solutions.
• Present financial solutions in a clear and persuasive manner.
• Finalize client agreements.
• Stay updated with industry regulations to ensure that advice is accurate and compliant.
• Foster trustworthy relationships with clients.
• A valid state life insurance license, or a willingness to obtain one with company assistance.
• Successful completion of a background check.
• Relevant experience along with a drive to succeed.
• Openness to learning new concepts.
• Availability to dedicate 5–10 hours per week.
• Capability to work remotely.
• Proficiency in educating clients, presenting financial solutions, and ensuring regulatory compliance.
• Part-time schedule of 5–10 hours per week.
• Flexible schedule designed by you.
• Opportunity for remote work.
• Potential to earn additional income.
• Commission-based pay structure with unlimited earning potential.
• Support provided to obtain a state life insurance license.
COR Financial Partners
BMO U.S.
CHS Inc.
Unitarian Universalist Association
Get handpicked remote jobs straight to your inbox weekly.