Work From Home - Entry-Level Financial Services Consultant II

About the position

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.

Responsibilities

• 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

Requirements

• 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)
• 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