Work From Home - Entry-Level Financial Services Consultant II
Remote‑Friendly | Flexible Schedule | Career‑Track Role
About the Opportunity
This is a structured pathway into the financial services industry for individuals who want a long-term, professional career—not a short-term sales gig. You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies.
This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.
What the Role Involves
Guiding individuals and families through foundational financial planning
Learning and educating clients about life insurance, retirement options, and income protection
Building long-term client relationships
Following compliance standards and maintaining accurate documentation
Participating in ongoing training, workshops, and mentorship programs
Training & Licensing Support
Assistance toward obtaining your State Life Insurance License, Series 6/63, and Mortgage Origination License
Some states allow new representatives to begin earning under a temporary license (4–6 months depending on regulations)
Step-by-step onboarding with experienced mentors
Remote-friendly tools and systems
What Makes This Role Legitimate & Valuable
You are entering a regulated industry that requires background checks and state licensing
You receive formal training, not “pay-to-play” or commission-only recruiting
You gain portable, industry-recognized licenses that open doors across financial services
Clear advancement paths into leadership, recruiting, or agency building
Requirements
Who Thrives Here
Strong communicators who enjoy helping people
Self-motivated individuals who want control over their schedule and income
People who want a long-term career, not just a job
Coachable learners who are willing to study for licensing exams
Must be able to pass a background check (required for licensing)
Basic Requirements
18 or older
Eligible to obtain required state licenses
Reliable internet and phone access
Must reside in the United States
.
Benefits
- Work from home
- Make your own schedule