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Remote Finance Consultant Trainee (Entry-Level)

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Job Title:

Financial Services Professional (Life Insurance, Investments, Mortgage)

About Us:

We are a growing financial services firm dedicated to helping families build, protect, and transfer wealth. Our mission is to provide clients with personalized solutions in life insurance, investments, and mortgage planning — ensuring their financial security today and for generations to come.

What We Offer:

  • Commission-based compensation with performance bonuses (unlimited earning potential)
  • We pay for all licensing expenses — including Life Insurance, Investment, and Mortgage Loan Originator (MLO) licenses
  • Typical industry cost to obtain all three licenses: $2,000–$3,500 (fully covered by us)
  • Comprehensive training & mentorship program (no prior experience required)

Licensing support for:

  • Life Insurance License (Resident or Non-Resident)
  • Investment Licenses (SIE, Series 6, 63, 26, 65)
  • Mortgage Loan Originator License (MLO)
  • Remote/Hybrid work flexibility

Advancement opportunities into leadership, training, and brokerage roles

Personal development, leadership growth, and team support

The ability to make a lasting impact on families and communities

What You’ll Be Doing:

  • Helping families protect income and build wealth through customized life insurance solutions
  • Providing clients with investment strategies tailored to their financial goals
  • Guiding clients through mortgage planning and home loan solutions as a licensed Mortgage Loan Originator
  • Conducting client meetings (virtually or in person) to educate and advise on financial strategies
  • Building long-term client relationships based on trust, education, and results
  • Working with mentors and leadership to grow into advanced roles within the company

What You Gain:

  • Multiple streams of income through licenses in life insurance, investments, and mortgage services
  • A career path with unlimited growth potential — from agent to trainer to broker
  • Entrepreneurial experience within a proven business model
  • The opportunity to impact lives by helping families achieve financial security and independence

Qualifications:

  • Self-motivated with strong work ethic
  • Excellent communication & relationship-building skills
  • Growth-oriented mindset (training provided, no prior experience necessary)
  • Must be 18+ with ability to pass background check for licensing

Job Types: Full-time, Part-time, Contract

Pay: $58,526.47 - $70,483.49 per year

Benefits:

  • Employee discount
  • Flexible schedule
  • Life insurance
  • On-the-job training
  • Professional development assistance
  • Retirement plan

Work Location: Hybrid remote in San Jose, CA

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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