Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided
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Bloom Financial Partners
Charlotte, NC, US
Summary
Educate families on protection planning, life insurance, and retirement-focused financial strategies. Build and maintain a client base through networking, referrals, and professional outreach.
Job Description
Compensation
Performance-based compensation with growth and leadership opportunities
About the Opportunity
Are you looking for a flexible remote opportunity where you can help families while building meaningful long-term income potential?
Our growing team is seeking motivated individuals interested in launching a career in financial services. Whether you’re transitioning from sales, client service, education, business ownership, or another people-focused profession, we provide structured mentorship and training to help you succeed.
This opportunity can be started part-time or full-time, making it ideal for professionals seeking flexibility while building toward long-term growth.
You’ll work remotely while developing financial knowledge, helping clients with protection and retirement-focused strategies, and building a business that can grow with you.
What You’ll Do
- Educate families on protection planning, life insurance, and retirement-focused financial strategies
- Build client relationships through trust, education, and service
- Learn financial concepts, planning frameworks, and available product solutions through mentorship
- Participate in weekly training, coaching, and professional development
- Build your client base through networking, referrals, and outreach
- Explore leadership and team growth opportunities over time
Who We’re Looking For
- Strong communicators who enjoy helping others
- Self-motivated individuals with a growth mindset
- Coachable professionals eager to learn and develop
- Comfortable working independently in a remote environment
- Sales, customer-facing, relationship-building, or entrepreneurial experience is a plus
- Willingness to obtain a state Life & Health Insurance License (guidance provided)
What We Offer
- Flexible remote environment
- Part-time or full-time path options
- Structured mentorship and ongoing professional development
- Access to established financial carriers and planning solutions
- Leadership growth opportunities
- Performance-based compensation structure
- A clear path for long-term professional growth
Our motto is "no family left behind". We take a holisitic approach to helping clients by using an education based approach. Learning what options there are makes the right path easier to follow! Our focus is wealth preservation and accumulation strategies designed on a case-by-case basis to best suit each clients needs. We accomplish this using everything from annuities and insurance to investments and estate planning.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Self-Employed
Our motto is "no family left behind". We take a holisitic approach to helping clients by using an education based approach. Learning what options there are makes the right path easier to follow! Our focus is wealth preservation and accumulation strategies designed on a case-by-case basis to best suit each clients needs. We accomplish this using everything from annuities and insurance to investments and estate planning.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Self-Employed
