Plan It Virtual

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)

Expected Hours: 15-30 per week

General Training Days : Tues 8-9pm ET and Sat 11:30am-2:40pm ET

IMPORTANT:

THIS IS A COMMISSION ONLY BUSINESS OPPORTUNITY - THERE IS NO BASE SALARY - DO NOT BOOK A HIRING CALL UNLESS YOU ARE COMFORTABLE WITH COMMISSION ONLY- WE ARE LOOKING FOR CANDIDATES WHO ARE ALREADY CURRENLTLY EMPLOYED at a job AND WANT TO START WITH US PART-TIME

This opportunity is open to US Citizens and green card holders only, No Exceptions (No visa sponsorship)

This opportunity requires a background check, possible fingerprinting (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 8-9pm ET / Sat 11:30-2:40pm ET)

Candidates must be physically present in the US to take the licensing exam

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.

BOOK An 8 MIN - HIRING CALL TODAY

www.calendly.com/rogernurse

Plan IT Virtual LLC a licensed financial services agency and marketing organization partnered with Fortune 500 financial firms.
Our Services: Tax Free Retirement Planning, 401k/IRA Rollovers, Wealth Preservation Rollovers, College/Headstart Planning, Life Insurance, Mortgage Protection, Final Expense, Estate Planning (Wills), Long Term Care, Business Planning, Benefits for employees