Job Description
Job Description
We are seeking a Financial Planning Consultantto join our team!
https://thebrokergrp.com/
Remote, Flexible Schedule, Upside Earning Potential
3+ Yrs of Sales/Finance/Leadership Experience Preferred
Committed and Coachable individuals encouraged—training offered
Looking for ambitious, driven individuals who are ready to grow a career from home. Whether you're a stay-at-home parent, a professional seeking a lucrative side hustle, or someone interested in transitioning into the financial services industry, this remote opportunity is extremely exciting and could be the right fit for you.
About the Role:
Our team is growing rapidly across the U.S., and we’re seeking motivated individuals to become licensed financial professionals. You'll work directly with clients to help them protect their income, build wealth, and plan for their future. No prior experience is necessary—our proven training and mentorship programs will guide you every step of the way.
What We Do:
Retirement Planning (401k/IRA rollovers)
Indexed Strategies
Life Insurance & Annuities
Child Head-Start Planning
Business Owner Solutions
Estate Planning
Long-Term Care
Ways to Work with Us:
Full-Time: Start right away. Grow a clientele. Grow a team.
Part-Time: Grow your practice part-time, on your own time.
Referral Partner: Have a network, connections, or families who need our help.
We work with top-rated financial companies nationwide and offer a flexible structure where you can grow your business remotely on your schedule.
Who We Look For:
Financial Professionals
Insurance Agents
Customer Service
Sales & Marketing
Public Speaking
Coaching Backgrounds
Leadership & Management
Real Estate & Mortgage Lenders
Other Industry Professionals
Work Environment & Support:
100% remote—Zoom is our virtual office
Extremely positive and supportive culture
No Leads Purchasing, Door Knocking, or Cold Calling
One-on-one mentorship with a designated Field Trainer
Ongoing training to help you launch and scale your business
Flexible part-time schedule (10–20 hours/week to start, based on your availability)
Licensing & Requirements:
Must be 18 or older
Must reside in the U.S., Puerto Rico, or Canada
Must have or be willing to obtain a Life & Health insurance license (we have discounted prices on the license and help you obtain it)
Must pass a background check (no felonies)
Must have or be eligible for a valid U.S. Social Security Number