Financial Professional - Remote - Training Provided

  • $60k – $120k • No equity
  • |Remote ()
  • |No experience required
  • |Full Time
Posted: 3 months ago
Hires remotely in
Remote Work Policy

Remote only

Company Location
Visa Sponsorship

Not Available

RelocationNot Allowed
Skills
Client Relations
People Skills
Strong Work Ethic
Effective Time Management
Professional Services
Customer Relationship Management (CRM)
Hiring contact
Mercedes Grubb
Founder
image

About the job

Company Overview

Starlight Financial Planning is a client-focused financial services firm dedicated to helping individuals and families build long-term financial security through education and personalized strategies.

We partner with established financial institutions to provide solutions in retirement planning, asset protection, and life insurance.

About The Role

We are seeking individuals interested in starting or growing a career in financial services.

In this role, you will work with clients to understand their financial goals and provide education on protection and long-term planning strategies. You will also participate in structured training designed to support your development.

This is a remote opportunity with flexible scheduling.

Key Responsibilities

Meet with clients to understand financial goals and priorities
Provide education on financial protection and planning strategies
Assist in developing personalized financial solutions
Maintain client relationships and follow up as needed
Participate in training and team development sessions
Use digital tools for communication and scheduling

What To Expect

Virtual client meetings and follow-ups
Ongoing training and skill development
Independent schedule management
Performance-driven environment focused on consistency and accountability

Qualifications

Strong communication and interpersonal skills
Willingness to learn and apply feedback
Self-motivated and organized
Professional and reliable
Interest in long-term growth within financial services

Compensation

Commission-based compensation structure
Earnings are based on individual performance and production
No base salary is provided
Advancement opportunities available based on performance

Schedule

Flexible scheduling available
Part-time and full-time opportunities

Training & Support

Structured onboarding program
Ongoing mentorship and development
Access to digital tools and resources

Requirements

Must be authorized to work in the United States
Must be able to obtain required financial services licenses (training provided)

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