What are the responsibilities and job description for the Financial Consultant position at Fortis Financials?
Company Overview Fortis Financial is growing to make financial literacy accessible to everyone. We specialize in wealth preservation, tax-advantaged strategies, estate planning, trusts & wills, personal pension plans, college planning, business-owner solutions (buy-sell agreements, executive bonus plans, key-person life), and more. We empower individuals, families, and businesses with modern financial education and practical tools to build confidence and long-term security.Position: Remote Financial Consultant (Fully Remote / 1099) Location: Work from anywhere with Wi‐Fi Schedule: Flexible — Part‐time or full‐time; set your own hoursRole Summary As a Financial Consultant you will meet with clients, assess financial needs, and deliver actionable recommendations to help clients reach their goals. This is a commission-based, production-driven role with mentorship and full training provided. You’ll own your schedule, build client relationships, and grow a recurring income stream.Key ResponsibilitiesConduct client consultations to evaluate financial needs and objectivesPresent tailored financial strategies (retirement, estate, college, business solutions)Prepare and deliver proposals and follow-up to close businessMaintain client relationships to generate residual income and referralsComplete licensing and appointment requirements and adhere to compliance standardsWho Succeeds Here You’re a strong fit if you are ethical, accountable, coachable, and driven. Ideal candidates are entrepreneurial, enjoy helping others, can work independently, and value flexibility. Backgrounds that translate well include customer service, law, accounting, management, military, retail, restaurant, and bilingual candidates. Veterans and dependents encouraged to apply.RequirementsMinimum 18 years old; legal U.S. resident, citizen, or green card holder with SSN (no student-visa sponsorship)Able to pass background screeningAble to complete licensing & appointment requirements within 60 daysStrong written and verbal communication and analytical skillsSelf-motivated with ability to work independently and keep appointmentsFinancial industry experience and/or degree helpful but not requiredCompensation & BenefitsMultiple compensation streams: uncapped commission (1099), residual income, and bonusesDirect deposit payments twice weeklyFull training and ongoing mentorship in financial concepts, sales, leadership, marketing, branding, and client managementRemote work and flexible hours — build this role around your lifeCompany Culture & ExtrasPositive, supportive team focused on education and client outcomesNon‐captive agency partnered with top A‐rated carriers (Nationwide, Global Atlantic, Corebridge, North American, F&G, Athene, Mutual of Omaha, and more)Nationwide expansion from our Los Angeles branch — bilingual candidates welcomeHow to Apply If you’re driven to grow professionally and help others secure their financial future, submit your resume and a brief cover note explaining your interest and relevant background.Fortis Financial is an equal opportunity employer. Production-based 1099 position.
Salary : $40,000 - $150,000