Job Description

Job Description

Job Description

This is not a traditional job. It’s a performance-based consulting opportunity for individuals who want control over their income, schedule, and long-term career trajectory in financial services.

We work with clients to improve financial clarity, protection, and long-term planning. You’ll start by learning the business under mentorship, obtain state licensing, and gradually move into a client-facing advisory role.

If you’re looking for a guaranteed paycheck, this is not a fit.
If you’re looking for ownership, upside, and a skillset that compounds , keep reading.

What You’ll Actually Do

• Learn how to assess client financial needs and identify gaps
• Work with licensed mentors on real client cases
• Build client relationships through education-based conversations
• Complete state licensing requirements (training provided)
• Operate in a performance-based environment with clear benchmarks

This role rewards initiative and consistency , not tenure.

Who This Role Is For

This opportunity tends to work best for people who:

• Are comfortable with performance-based income
• Want a long-term career path, not a short-term job
• Are coachable and open to structured training
• Can communicate clearly and professionally
• Prefer autonomy over micromanagement

Backgrounds that often translate well:

• Sales, customer service, management
• Hospitality, education, recruiting, operations
• Military or leadership-driven environments

No prior finance experience required.

Compensation Structure

• Commission-based compensation
• No base salary during the ramp-up phase
• Earnings tied directly to production and consistency
• Advancement based on performance, not seniority

(Details discussed during interview, not over text.)

Training & Support

• Licensing guidance and exam preparation
• Structured onboarding and mentorship
• Ongoing development via Zoom and team training
• Clear expectations and accountability

You are supported — but you are responsible for your results .

Important Transparency

This is not :

• A salaried position
• A side hustle with guaranteed income
• A role for people uncomfortable with accountability

This is :

• A performance-driven consulting path
• A long-term financial services career track
• An opportunity for individuals who want upside

Job Tags

Similar Jobs