[Remote] Remote Finance Consultant (Training & Licensing Support Provided)
Note: The job is a remote job and is open to candidates in USA. Golden Legacy Financial is a national, mission-focused financial services organization dedicated to helping families achieve long-term financial security. They are seeking motivated individuals to join their team as Remote Financial Consultants, where you will educate and empower clients to achieve their financial goals through various insurance-based solutions. Responsibilities • Educate and empower individuals and families to achieve their financial goals. • Work with clients on retirement planning, college savings, 401(k)/IRA rollovers, life insurance, and estate planning. • Utilize advanced fintech tools to streamline work and enhance client service. • Participate in ongoing training and mentorship for professional development. Skills • 18 years or older • U.S. Citizen or Legal Resident with SSN • Able to pass a background check • Willing to obtain a state insurance license within 30 days • High integrity, professionalism, and communication skills • Passionate about helping others • Interested in finance, business, & entrepreneurship • Self-motivated with strong time management skills • Seeking flexibility, autonomy, and purpose • Open to starting part-time and growing into a full-time role Benefits • No Fees for Clients – We’re paid by providers, never by the families we serve • Advanced Fintech Tools – Streamline your work with modern technology • Weekly Training & Mentorship – Ongoing support and professional development • Licensing Support – We assist with licensing (initial cost typically $200–$300; reimbursement available) • Performance-based bonuses & travel incentives Company Overview • A financial services agency with a mission to provide education and literacy to families everywhere. It was founded in 2024, and is headquartered in , with a workforce of 2-10 employees. Its website is . Apply tot his job