Financial Investment Consultant
Financial Investment Consultant (Entry-Level to Experienced) – Remote / Flexible Schedule
Overview
Phoenix Financial Partners helps individuals, families, and business owners make informed financial decisions through personalized planning and education. We specialize in retirement planning, wealth protection, legacy strategies, and business solutions. Our team works closely with clients to identify and implement opportunities, simplify complex financial concepts, and create strategies aligned with their long-term goals. Through professional guidance, training, and a client-focused approach, we are committed to helping people build greater financial confidence and security. Why Professionals Work With Us
- No platform fees
- E&O coverage provided
- Part-time and full-time options
- Work remotely
- Non-captive platform
- Access to multiple A-rated carriers
- Retirement planning and annuity opportunities
- Leadership and agency ownership opportunities
Unlike many opportunities in the industry, we do not require platform fees, membership fees, lead purchases, or quotas. We focus on education, professional development, and building a sustainable business through relationship-based marketing.
Key Responsibilities
- Conduct virtual or in-person client meetings
- Educate clients on various financial concepts such as retirement planning, risk management, and asset protection
- Provide guidance on financial products, including life insurance solutions
- Assess client needs and help identify appropriate financial strategies
- Maintain ongoing communication and build long-term client relationships
- Follow up with prospective clients and manage activity pipeline
- Participate in training, mentorship, and team development sessions
Qualifications
- High school diploma or equivalent required (college degree is a plus)
- Strong communication , leadership and interpersonal skills
- Self-motivated with the ability to work independently
- Strong organizational and time management skills
- Willingness to obtain a state life insurance license (required for position)
- Prior experience in sales, customer service, or financial services is helpful but not required
Compensation
- Performance-based compensation
- Part-time income potential
- Full-time six-figure potential
- Producer and leadership compensation available
- Residual income opportunities
- Agency ownership path
What We Offer
- Flexible schedule (part-time or full-time)
- Remote and in-person work options
- Structured onboarding and licensing support
- Ongoing training, mentorship, and professional development
- Opportunities for advancement based on performance
Career Growth Opportunities
- Financial Consultant
- Senior Consultant
- Certified Field Trainer
- Agency/Team Leadership
- Regional Leadership Roles
Schedule
- Flexible hours based on your availability
- Evening and weekend options available
Training & Support
- Step-by-step onboarding process
- Assistance with licensing requirements
- Weekly training workshops and coaching sessions
- Access to mentorship from experienced professionals
Apply Today If you are looking for a flexible, performance-based opportunity with income potential and career growth, we encourage you to apply. This role is ideal for individuals seeking to develop skills in financial services while working in a supportive and growth-oriented environment. Visit our Website Here: https://www.phxfp.com/ Benefits:
- Flexible schedule
- Tuition reimbursement
Application Question(s):
- Are you interested in a Part-Time or Full-Time position?
Education:
- Bachelor's (Preferred)
License/Certification:
- Life & Health Insurance License (Preferred)
Pay: $35,000.00 - $120,000.00 per year Benefits:
- Flexible schedule
- Tuition reimbursement
Application Question(s):
- Are you interested in a Part-Time or Full-Time position?
Education:
- Bachelor's (Preferred)
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Remote