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Kavachi Consulting

PART TIME - Insurance and Investments Advisor

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Planner / Investment Consultant

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Scorecard

Based on California data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$101,308 / year median in California

-0% projected decline

Explore Career

Job Description

Overview We are seeking motivated individuals to join our growing team as an Insurance & Investments Advisor . This is an opportunity to build a career in financial services while helping individuals and families protect their income and grow their wealth. This role offers flexibility, professional development, and a clear path for advancement. Whether you are looking for a part-time opportunity or a long-term career, you will be supported by a proven system designed for growth and success.
THIS IS A 1099, COMMISSION- BASED POSITION!
(CREATE
YOUR OWN SCHEDULE / CONTROL YOUR INCOME
) What We Offer Comprehensive training program (no prior experience required) We cover licensing costs: State Life Insurance License SIE (Securities Industry Essentials) Series 6, 63, 26, and 65 Licenses Ongoing mentorship and leadership development Flexible schedule (work by appointment) Remote and in-office opportunities Uncapped earning potential Clear advancement opportunities into leadership roles Responsibilities Meet with clients by appointment (virtual or in-person) Educate individuals and families on financial concepts and strategies Provide solutions in: Life Insurance Home & Auto Insurance Retirement Planning College Savings Plans Strategic Investment Plans Build and maintain client relationships Develop your own book of business Participate in training, coaching, and team meetings Qualifications Must be at least 18 years old Must be authorized to work in the U.S. Must be able to pass a State and Federal Criminal Background Check Strong communication and interpersonal skills Self-motivated with an entrepreneurial mindset Coachable and willing to learn Ability to work independently and manage your schedule No prior experience required (training provided) About the Position This is more than a job. It is an opportunity to take control of your income and your future. Our team is expanding rapidly across multiple states and is focused on developing professionals who want to grow, lead, and build a long-term career in the financial services industry. We are building a culture centered around leadership, accountability, and personal growth. If you are driven, ambitious, and ready to build something meaningful, we want to hear from you.
Job Types:
Full-time, Part-time, Permanent Pay:
$35,000.00 - $100,000.00 per year
Benefits:
Flexible schedule Work from home
Work Location:
Hybrid remote in Riverside, CA 92507