Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided
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Bloom Financial Partners
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Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided
Bloom Financial Partners
Posted 3 months ago
Full Time
Charlotte, North Carolina
Fully Remote
Smart Summary
Responsibilities
Educate families on protection planning, life insurance, and retirement-focused financial strategies. Build and maintain a client base through networking, referrals, and professional outreach.
Qualifications
You are a self-motivated individual with strong communication skills and a growth mindset, eager to learn and develop within the financial services industry. You should be comfortable working independently in a remote environment and possess experience in sales, customer service, or entrepreneurship, with a willingness to obtain a Life & Health Insurance License.
Must Have Skills for ATS
Life & Health Insurance License
Sales
Financial Services
Financial Planning
Client Relationship Management
Life Insurance
Retirement Planning
Job Description
Compensation
Performance-based compensation with growth and leadership opportunities
About the Opportunity
Are you looking for a flexible remote opportunity where you can help families while building meaningful long-term income potential?
Our growing team is seeking motivated individuals interested in launching a career in financial services. Whether you’re transitioning from sales, client service, education, business ownership, or another people-focused profession, we provide structured mentorship and training to help you succeed.
This opportunity can be started part-time or full-time, making it ideal for professionals seeking flexibility while building toward long-term growth.
You’ll work remotely while developing financial knowledge, helping clients with protection and retirement-focused strategies, and building a business that can grow with you.
What You’ll Do
- Educate families on protection planning, life insurance, and retirement-focused financial strategies
- Build client relationships through trust, education, and service
- Learn financial concepts, planning frameworks, and available product solutions through mentorship
- Participate in weekly training, coaching, and professional development
- Build your client base through networking, referrals, and outreach
- Explore leadership and team growth opportunities over time
Who We’re Looking For
- Strong communicators who enjoy helping others
- Self-motivated individuals with a growth mindset
- Coachable professionals eager to learn and develop
- Comfortable working independently in a remote environment
- Sales, customer-facing, relationship-building, or entrepreneurial experience is a plus
- Willingness to obtain a state Life & Health Insurance License (guidance provided)
What We Offer
- Flexible remote environment
- Part-time or full-time path options
- Structured mentorship and ongoing professional development
- Access to established financial carriers and planning solutions
- Leadership growth opportunities
- Performance-based compensation structure
- A clear path for long-term professional growth
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Bloom Financial Partners
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