We’re currently partnering with experienced financial professionals who want to elevate their careers in a flexible, remote-first setting—without sacrificing mentorship, structure, or client impact.

As a Senior Financial Solutions Consultant, you’ll leverage your background in financial services, insurance, or client advisement to deliver strategic guidance around income protection, retirement solutions, and financial wellness planning. You’ll have access to high-level training, back-end support, and opportunities to grow in leadership or specialize in advanced planning.

Key Responsibilities:

• Conduct virtual strategy sessions with pre-qualified or referred clients

• Present tailored financial solutions with company-supported tools

• Collaborate with experienced mentors and peer consultants

• Manage a flexible calendar while meeting structured growth goals

What We Provide:

• CRM, digital tools, presentation templates, and compliance guidance

• Leadership mentorship and continued education opportunities

• Performance-based advancement without the pressure of cold sales

• Licensing support if needed for additional states or lines

You’re a Strong Fit If You Have:

• Prior experience in financial advising, insurance, or consulting

• A strong desire to grow in a mission-driven, client-first environment

• A high level of professionalism and self-direction

• An interest in mentorship, team leadership, or deeper specialization

Minimum Requirements:

• Must be U.S.-based, 18+, with valid Social Security Number

• Clean background check (no felonies)

• Must be willing to meet licensing or compliance standards (support available)

• Comfortable with remote tools (Zoom, CRM systems, digital documents)

This is a structured, growth-centered opportunity for experienced agents ready to expand their income and impact with support—not micromanagement.