Work From Home - Entry-Level Financial Services Consultant II

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
  

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Benefits

• Work from home
  
• Make your own schedule