Position: Financial Solutions Specialist
Location: Remote or In-Person
Employment Type: Full-time / Part-time
Compensation: Commission-Based + Bonuses
Job Overview:
We are seeking motivated and results-driven professionals to join our team as Financial Solutions Specialists. This role focuses on helping individuals navigate student loan forgiveness, debt consolidation, and life insurance options to achieve financial stability and protection. You will educate clients, assess their financial needs, and provide tailored solutions to improve their financial well-being.
Key Responsibilities:
✅ Educate clients on student loan forgiveness programs (federal and private) and assist with applications.
✅ Provide debt consolidation solutions, helping clients lower monthly payments and manage their debt effectively.
✅ Offer life insurance policies, including term, whole life, and living benefits, to protect families financially.
✅ Conduct financial consultations to understand clients' goals and recommend suitable options.
✅ Maintain knowledge of industry regulations, compliance requirements, and available financial solutions.
✅ Build and maintain client relationships through effective communication and follow-ups.
✅ Utilize marketing tools and social media to generate leads and grow your client base.
✅ Work independently while collaborating with a supportive team environment.
Qualifications & Skills:
Strong communication and customer service skills.
Sales or financial services experience is a plus (but not required).
Ability to educate and guide clients through financial solutions.
Self-motivated with a passion for helping people improve their financial future.
Willingness to learn and adapt to industry changes.
Licensing for life insurance (or willingness to obtain one – company assistance available).
What We Offer:
Training & Support: Comprehensive onboarding and mentorship to ensure your success.
Uncapped Earning Potential: Commission-based income with performance bonuses.
Flexible Schedule: Work remotely or in-person with no set hours.
Growth Opportunities: Career advancement potential within the company.
Impactful Work: Help individuals and families achieve financial security.
Are you ready to take your future to the next level? Call or text Anthony 818 418 9281