Financial Professional (Remote)| Flexible Schedule | Training & Mentorship Provided
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Bloom Financial Partners
Phoenix, AZ, US
Summary
Meet with clients to identify financial goals and educate them on protection planning and retirement strategies. Build a professional practice through networking, referrals, and community outreach while working with mentors.
Job Description
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.
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
