Benefits
Referral program
Professional development assistance
Retirement plan
Opportunities for advancement
Flexible schedule (100% Remote)
JOB DESCRIPTION
Company: Plan IT Virtual LLC a licensed financial services agency and marketing organization partnered with Fortune 500 financial firms.
Compensation: $48,000–$153,000 per year (Commission-Based)
Employment Type: Part-Time (Independent Contractor Affiliation)
Expected Hours: 15-30 per week
General Training Days : Tues 8-9pm ET and Sat 11:30am-2:40pm ET
IMPORTANT:
This opportunity is open to US Citizens and green card holders only, No Exceptions (No visa sponsorship)
This opportunity requires a background check, possible finger printing (for state license application)
Financial services is a highly regulated industry
Candidates need to be in US time zones (ET/CT/MST/PST) in order to attend weekly general training (Tues 8-pm ET / Sat 11:30-2:40pm ET)
About Us
We help individuals and families achieve their financial goals through trusted financial products and personalized strategies. We are an established agency operating in partnership with respected Fortune 500 financial companies and their Fortune 100 partners across North America.
Position Overview
We are hiring part-time Financial Consultants to join our team. This is a client-focused role where you’ll deliver financial education, recommend solutions, and build lasting relationships under the guidance and support of our agency leadership. All training, licensing preparation, and marketing systems are provided at no cost to you.
What You’ll Gain
A flexible, remote schedule you control
Commission-based earnings with no income ceiling
Professional development and licensing support (state-required licenses completed within 30 days of onboarding)
Opportunities to advance into management roles and build your client portfolio within our agency
Access to leading financial tools and planning platforms
A supportive team committed to your success
Key Responsibilities
Complete state licensing requirements (company-supported) to serve clients as a licensed financial professional
Conduct client consultations to assess financial needs and goals
Deliver education on retirement planning, college savings, income protection, and wealth strategies
Provide recommendations and implement financial solutions
Participate in ongoing training and mentorship
Help expand our agency through community outreach and referrals
Who We’re Looking For
Minimum 18 years old and legally authorized to work in the U.S.
High level of integrity, accountability, and professionalism
Strong communication and organizational skills
Motivated self-starter with a desire to grow
No prior financial services experience required—training provided
Comfortable working remotely
Preferred Attributes
Incredibly driven individuals
Goal-oriented and results-driven
Open to coaching and continuous learning
Credible among community
Compensation
This role is commission-based, with earnings determined by individual performance. Many part-time team members earn $48,000–$153,000 annually, depending on hours committed and client volume.
Benefits
Flexible schedule
Professional development assistance
Retirement plan options
Referral program
BOOK
www.calendly.com/rogernurse