Build a Flexible Career That Makes a Difference Are you looking for an opportunity that combines financial education, client service, marketing, and entrepreneurship? We are expanding our nationwide team and seeking motivated individuals to become Financial Solutions Consultants. In this role, you will help individuals, families, and business owners understand their financial needs and explore strategies for protecting what they have while preparing for the future. You will also learn how to market your services, build a recognizable professional presence, develop referral relationships, and grow your own client base. This is an opportunity to develop a financial-services practice with the training, technology, mentorship, and community of an established organization behind you. Previous financial-services experience is not required. Candidates with backgrounds in customer service, marketing, management, education, healthcare, hospitality, retail, sales, or other people-focused fields are encouraged to apply. Your Role Connect with prospective clients and conduct professional virtual appointments Ask thoughtful questions to understand each client's goals, concerns, and priorities Provide education on financial protection and retirement concepts Present suitable insurance-based solutions with the support of experienced professionals Assist clients with applications and required documentation Maintain organized client records and complete timely follow-up Develop lasting client relationships through ongoing service and periodic reviews Complete ongoing product, compliance, and professional-development training Build and Market Yourself You will have the opportunity to build your own presence.

Training and mentorship may include:

Developing a professional personal brand Identifying and connecting with your ideal client audience Using social media and digital marketing to increase visibility Creating educational content that builds trust and starts conversations Networking within your local community and professional circles Building referral relationships with clients and other professionals Learning prospecting and follow-up strategies Organizing contacts, appointments, and opportunities using available technology Creating consistent daily and weekly business-building routines Developing leadership skills and mentoring others as your practice grows You will have flexibility in how you develop your business while receiving coaching, resources, and support from experienced professionals. Areas of Client Support Depending on licensing and client needs, you may help individuals, families, and business owners explore: Life insurance and income protection Retirement preparation and retirement income Tax-advantaged financial strategies Wealth accumulation and asset protection College and family financial preparation Business and family legacy planning Financial education and cash-flow awareness Who We're Looking For Service-minded individuals who genuinely enjoy helping people Strong communicators who can build relationships and explain information clearly Entrepreneurial individuals interested in building their own client base Candidates willing to consistently market, network, and follow up Self-motivated professionals who take ownership of their results Coachable individuals willing to learn and follow an established process Organized professionals who can manage their calendars and responsibilities Individuals with high standards of integrity, accountability, and professionalism Candidates interested in personal growth, leadership, and business development Position Requirements Must be at least 18 years old Must be legally authorized to work in the United States Must possess a valid Social Security number Must be able to pass applicable background requirements Must hold an active life insurance license or be willing to complete the required education, examination, and licensing process Must have reliable internet access and the ability to attend virtual meetings Must be comfortable working independently in a remote environment Training and Growth You will receive structured onboarding, mentorship, practical field experience, marketing guidance, and ongoing professional development. New representatives work alongside experienced, licensed professionals while developing the knowledge and confidence needed to serve clients and grow their practice. As you gain experience and demonstrate consistent performance, opportunities may be available to mentor others, develop a team, and pursue future agency ownership. Take the Next Step If you are ready to develop new skills, market your services, build a client-centered business, and help families make more confident financial decisions, we invite you to apply.

Pay:

$0.01 - $50,000.00 per year

Benefits:

Flexible schedule Work from home Application Question(s): Can you pass a federal and state background check?

Education:

High school or equivalent (Required)

Work Location:

Hybrid remote in San Jose, CA 95139