
Financial Consultant
Posted Oct 31

Posted Oct 31
This is a fully remote position, open to applicants in Texas.
• Educate clients regarding financial options that align with their life objectives.
• Comprehend clients’ financial aspirations.
• Provide customized financial solutions.
• Present persuasive financial solutions and finalize agreements.
• Ensure adherence to current industry regulations.
• Assist clients in achieving financial independence and security.
• Cultivate trusted relationships with clients.
• A valid state life insurance license, or a willingness to obtain one with company assistance.
• Capable of passing a background check.
• Proven years of experience and ongoing ambition.
• Eagerness to learn.
• Availability to dedicate 5–10 hours per week.
• Ability to work remotely.
• Competence in conducting compliant financial consulting and sales activities.
• Part-time schedule requiring 5–10 hours per week.
• Flexible self-scheduling options.
• Opportunity for remote work.
• Commission-based earning potential with no limits.
• Possibility to earn additional income.
• Support for licensing.
COR Financial Partners
BMO U.S.
CHS Inc.
Unitarian Universalist Association
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