Remote Entry-level Financial Consultant

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Remote Entry-Level Financial Consultant – Future Agency Owner Track

Are you ready to lead, grow, and own your future?

We’re looking for motivated individuals who are hungry for more than just a job. This is your chance to fast-track your career in finance, develop into a leader, and eventually own your own agency—even if you’re starting with zero experience.

About Us

We’re a mission-driven organization that empowers individuals, families, and business owners with the tools and strategies they need to build wealth and gain financial control. Our team is passionate about education, access, and results—breaking down financial barriers and building brighter futures.

We believe in ownership, not just employment. If you’re entrepreneurial, coachable, and ready to make an impact, we’ll provide the mentorship, training, and support you need to succeed.

Why This Opportunity is Different

✅ Fast-Track to Leadership – We develop leaders, not just employees. Clear path to agency ownership for those who qualify.

✅ No Experience Needed – Come as you are. We provide full training, licensing guidance, and mentorship.

✅ Work-Life Flexibility – Part-time or full-time, remote work options available. You control your schedule.

✅ Uncapped Earnings – Sky’s the limit with commission-based income and leadership bonuses.

✅ High-Impact Work – Help people protect what matters most while building your own legacy.

What You’ll Do

  • Train alongside top leaders in the industry
  • Learn how to conduct financial needs analyses and educate clients
  • Present customized solutions in areas like life insurance, retirement, and college planning
  • Lead client meetings, manage relationships, and grow your book of business
  • Mentor others as you advance and build your own team

Qualifications

  • 18+ years old with valid SSN
  • U.S. citizen, resident, or work permit holder
  • Able to pass a soft background check
  • Willing to obtain a state life insurance license within 30 days (we provide training support)
  • Entrepreneurial mindset with strong work ethic

We’re Looking For People Who Are:

  • Purpose-driven with a desire to lead and make an impact
  • Coachable, positive, and self-motivated
  • Interested in personal development and business growth
  • Strong communicators who value honesty and integrity
  • Team players who want to build something long-term

Compensation (1099 Contractor)

  • Part-Time: $2,000–$4,500/month (flexible schedule)
  • Full-Time: $5,000+/month and up (based on performance)
  • Leadership Bonuses & Overrides available
  • Equity Ownership for those who qualify

This is not just a sales job. It’s a path to ownership—and we’re serious about helping you get there.

Ready to Fast-Track Your Future?

If you’re ready to grow into a leader, make a lasting impact, and build your own agency, we want to meet you.

Apply now and let’s talk about what’s possible.

Job Types: Full-time, Part-time

Pay: $50,000.00 - $150,000.00 per year

Benefits:

  • Financial planning services
  • Flexible schedule
  • Professional development assistance

Compensation Package:

  • 1099 contract
  • Commission pay

Language:

  • English (Required)

Location:

  • United States (Required)

Work Location: Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...