In this role, you will assume a vital position in securing families’ financial well-being. Typical day-to-day tasks include conducting virtual consultations with clients and assessing clients’ needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent check-ins and completing related administrative tasks as needed.

Make a meaningful impact on people’s lives as financial consultants. You’ll only be contacting individuals who have already requested information, with streamlined lead generation system with no cold calling. Full-time agents have the potential to make $80,000 - $300,000+ in their first year.