Revival Wealth Solutions

Remote Entry-Level Financial Consultant

Position Overview

As an Entry-Level Financial Services Representative, you will receive structured training, mentorship, and licensing support as you develop the knowledge and skills necessary to work with clients.

Your responsibilities may include conducting virtual needs assessments, discussing financial goals, educating clients about available protection and accumulation strategies, presenting appropriate solutions, maintaining client relationships, and completing required follow-up and documentation.

What You Can Expect

• Remote work with flexible scheduling
• Part-time and full-time opportunities
• Structured onboarding and in-depth training
• One-on-one mentorship from experienced professionals
• Guidance through required state licensing
• Ongoing professional development and education
• Access to multiple insurance and financial-product providers
• Opportunity to develop client-facing and financial-services skills
• Advancement opportunities based on demonstrated performance and qualifications

What You'll Do

• Participate in onboarding, licensing preparation, and ongoing training
• Learn to conduct client financial needs and goals assessments
• Conduct virtual consultations with individuals, families, and business owners
• Educate clients about financial protection, retirement, college planning, wealth accumulation, and preservation strategies
• Present insurance and other financial solutions that are appropriate to client needs and within your licensing and regulatory authority
• Maintain accurate client records and follow applicable compliance requirements
• Follow up with prospective and existing clients
• Develop and maintain long-term professional relationships
• Continue developing your financial-services knowledge and professional skills

Client recommendations are based on individual circumstances and needs; no particular product or company is appropriate for every client.

Qualifications

• 18 years of age or older preferably with highschool diploma or equivalent
• Authorized to work in the United States
• Valid Social Security number
• Able to successfully complete applicable background and licensing requirements
• Willingness to obtain the required state life-insurance license and complete licensing requirements within the applicable timeframe
• Strong verbal and written communication skills
• Professionalism, integrity, accountability, and attention to detail
• Ability to work independently while contributing to a team environment
• Strong follow-through, organization, and time-management skills
• Comfortable learning a regulated financial-services business
• No prior financial-services experience required

Compensation

This position is commission-only and does not include a guaranteed base salary or hourly wage.

Compensation varies based on production, experience, time commitment, and individual results with no cap to potential earnings.

Why Join Us?

We believe financial education can help people make more informed decisions about their financial futures. Our goal is to give clients access to knowledgeable professionals who can help them evaluate their options and develop strategies around important financial milestones, including:

• Financial protection
• Retirement planning
• College planning
• Wealth accumulation
• Wealth preservation
• Tax-advantaged financial strategies

If you're motivated to learn, comfortable with a performance-based environment, and interested in developing a career in financial services, we'd like to hear from you.

Apply today to learn more about the opportunity, training process, licensing requirements, and compensation structure!

We are expanding our financial-services team and seeking motivated individuals who want to build a long-term career helping individuals, families, and business owners better understand financial protection, retirement planning, wealth accumulation, and preservation strategies!

Our approach is education first. We help clients understand fundamental financial concepts and evaluate strategies based on their individual goals, circumstances, and needs. We work with a broad network of established financial-services companies, allowing licensed professionals to access a range of insurance and financial products rather than representing a single carrier.