Financial Professional (Remote)| Flexible Schedule | Training & Mentorship Provided
About the role
Are you looking for a career that offers flexibility, professional development, and the opportunity to help individuals and families improve their financial future?
Our growing team is seeking motivated individuals interested in building a career in financial services. Whether you’re exploring a career change, returning to the workforce, or looking for an opportunity to develop a long-term professional practice, we provide the training, mentorship, and support needed to help you succeed.
No prior financial services experience is required. We provide education, coaching, and access to industry-leading resources to help you develop professionally.
What You’ll Do
Meet with individuals and families to help identify financial goals and priorities
Educate clients on protection planning, retirement strategies, and financial concepts
Build and maintain long-term client relationships
Participate in training, mentorship, and professional development programs
Develop your business through networking, referrals, and community outreach
Work alongside experienced mentors while building your own practice
Who We’re Looking For
Self-motivated and growth-oriented individuals
Strong communicators who enjoy helping others
Coachable professionals willing to learn new skills
Individuals comfortable working independently and remotely
Sales, customer service, management, education, healthcare, or client-facing experience is helpful but not required
Individuals interested in personal and professional development
Requirements
Must be willing to obtain a state Life & Health Insurance License (guidance provided)
Must be legally authorized to work in the United States
Must be able to pass any licensing requirements applicable to the position
What We Offer
Flexible schedule (part-time or full-time)
Remote work environment
Structured training and mentorship
Access to leading financial services carriers and providers
Professional development opportunities
Leadership and advancement opportunities
Performance-based compensation
If you’re looking for a meaningful career helping others while building a flexible professional practice, we’d love to connect with you.
Questions about this role
How do I apply to this Financial Professional (Remote)| Flexible Schedule | Training & Mentorship Provided role at Bloom Financial Partners?
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