USA Remote Only, Flexible Schedule, 100% commission role, NOT a customer service cold call center
We are a comprehensive wealth and financial consulting firm working with many of the leading financial institutions in North America. Our consultants support clients in developing tailored financial strategies, including:
- College funding solutions
What You’ll Do:
- Assess client needs and provide customized financial planning recommendations.
- Guide clients through investment, insurance, and estate planning options.
- Build lasting client relationships through proactive communication and service.
- Stay current on financial industry trends and regulatory changes.
What We’re Looking For:
- Strong interpersonal and communication skills.
- Integrity, professionalism, and client-first mindset.
- Self-motivated with an entrepreneurial spirit.
- Ability to collaborate in a team-focused, growth-oriented environment.
Preferred Background:
- Bachelor’s degree (or some college coursework).
- 3+ years in customer service, financial services, or client-facing roles.
- Life & Health Insurance License (or willingness to obtain).
What We Offer:
- Training, mentorship, and professional development.
- Flexibility to create your own schedule (with weekly team sessions).
- Remote work environment.
- Opportunities for leadership advancement.
- Multiple compensation pathways (commissions, renewals, residuals, bonuses, and more — based on licensing).
Compensation Range : $50,000 – $100,000+ annually, 100% performance-driven.
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