Financial Services Consultant (Remote)

Zenith Wealth Protectors
Tampa, FL Remote Part Time
POSTED ON 8/14/2024 CLOSED ON 10/13/2024

What are the responsibilities and job description for the Financial Services Consultant (Remote) position at Zenith Wealth Protectors?

Job Title: Financial Services Consultant (Work from Home)

Job Type: Part-time or Full-time

Location: Remote (U.S. Only)

About Us:

We are a rapidly expanding firm in the financial services industry, partnering with top Fortune 500 companies to provide complimentary financial planning services. Our mission is to educate and empower people from all walks of life with the financial knowledge they need to achieve their goals. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor.

Position Overview:

We are seeking motivated individuals with strong communication and customer service skills to join our team as Financial Services Consultants. This is an entry-level position with the potential for growth into management and leadership roles. No prior experience is required, as we offer comprehensive training.

Key Responsibilities:

  • Participate in on-the-job training and shadow client meetings
  • Analyze client financials to assess needs and risk tolerance
  • Review available financial solutions and recommend appropriate services
  • Assist in creating financial plans that align with client goals
  • Contribute to marketing and expansion efforts

Qualifications:

  • Must be at least 18 years old
  • Legal U.S. Resident, Citizen, or Work Permit with SSN
  • Ability to complete licensing requirements within 30 days
  • Must pass a soft background check
  • Entrepreneurial mindset and strong work ethic

Preferred Qualities:

  • Honesty, integrity, and a commitment to personal growth
  • Leadership qualities or a desire to develop them
  • Ability to work independently and as part of a team
  • Goal-oriented and self-motivated

What We Offer:

  • Flexible schedule
  • Opportunities for part-time or full-time work
  • Dynamic and supportive work environment
  • Unlimited growth potential
  • Work from home

Income Model:

This position offers a 100% commission-based income model, with no ceiling on earnings. Potential income ranges from $2,500 to $20,000 per client, with opportunities for residual and passive income through agency development and client contract renewals. Equity assets and full business ownership are available for those who excel.

Please Note:

  • Applicants must reside within the U.S.
  • We are not offering visa sponsorship for this position.
  • This is not a traditional 9-to-5 job; you have the freedom to set your schedule.

Salary : $50,000 - $120,000

Financial Consultant
Elevance Health -
Tampa, FL
Digital Sales Consultant
Sureguard Financial -
Thonotosassa, FL
Digital Sales Consultant
Sureguard Financial -
Lakeland, FL

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Services Consultant (Remote)?

Sign up to receive alerts about other jobs on the Financial Services Consultant (Remote) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847

Sign up to receive alerts about other jobs with skills like those required for the Financial Services Consultant (Remote).

Click the checkbox next to the jobs that you are interested in.

  • Case Management Skill

    • Income Estimation: $50,710 - $70,276
    • Income Estimation: $53,654 - $71,673
  • Customer Relations Skill

    • Income Estimation: $48,040 - $64,138
    • Income Estimation: $50,967 - $67,361
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Financial Services Consultant (Remote) jobs in the Tampa, FL area that may be a better fit.

Financial Advisor

Ameriprise Financial Services, LLC., Tampa, FL

AI Assistant is available now!

Feel free to start your new journey!