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Entry-Level Financial Consultant Trainee

Turn your ambition into a career. 

No experience required—build your resume, earn while you learn, and explore a career path in financial advising and leadership.

Join a nationally established financial services organization that helps individuals and families strengthen their financial future through education, protection, and long-term planning. 

This role is ideal for college students, recent graduates, career changers, and aspiring entrepreneurs seeking flexible income while gaining real-world professional experience. 

What You’ll Do 

You’ll receive structured training and mentorship while building skills across three core areas: 

1. Financial Services & Client Support 

● Financial education and literacy guidance 

● Insurance and investment solutions (licensed activity) 

● Client relationship management and ongoing support 

 

2.Business Development & Sales 

● Client outreach and communication 

● Sales fundamentals and needs-based consulting 

● Entrepreneurial skill-building and growth strategy

 

3. Leadership & Professional Growth 

● Leadership development and team collaboration 

● Communication and presentation skills 

● Long-term career advancement opportunities No prior experience required — full training and licensing support provided.

 

 What We Offer Flexibility & Work Environment 

● Flexible part-time and full-time schedules 

● Remote and hybrid work options

 

 Training & Development 

● One-on-one mentorship 

● State licensing support and exam preparation 

● Ongoing professional development in financial services and sales 

 

Compensation & Growth 

● Performance-based compensation with uncapped earning potential (1099) 

● Entrepreneurial career path with leadership opportunities 

● Ability to build and lead a team over time

 

 Minimum Qualifications 

● Must be 18 years or older 

● Legally authorized to work in the United States 

● Able to pass a background check 

● Strong communication skills and willingness to learn 

● Interest in finance, business, leadership, or entrepreneurship Preferred NOT REQUIRED 

 

 Licensing & Program Fees Background Check Fee 

A $99 background check fee is required prior to beginning the state licensing process and is paid directly by the applicant during onboarding 

Reimbursement 

The $99 fee is reimbursed as a bonus after successfully obtaining a state life insurance license, subject to company policies and eligibility requirements. 

Technology & Platform Access 

A $25 monthly technology fee provides access to business tools, client management systems, training resources, and ongoing operational support. 

No experience required—build your resume, earn while you learn, and explore a career path in financial advising and leadership.

No experience required—build your resume, earn while you learn, and explore a career path in financial advising and leadership.