What are the responsibilities and job description for the Financial Wellness Coach position at J. Miller Financial Services?
Are you looking for an opportunity where your income reflects your impact, effort, and leadership? As a Financial Wellness Coach, you’ll help individuals, families, and business owners improve their financial future through education-based strategies focused on debt elimination, protection, wealth building, retirement and legacy planning.
This is an independent 1099 opportunity designed for entrepreneurial-minded professionals who value flexibility, purpose, and unlimited income potential.
What Makes This Opportunity Stand Out
- Commission-only compensation with no income cap
- Part-time or full-time options available
- Flexible hours — you create your own schedule
- Remote and field-based opportunities
- Training and mentorship provided from experienced leaders
- Leadership and business ownership growth path
- Meaningful work that creates real financial impact for families
What You'll Do
- Educate clients on practical financial wellness strategies
- Help families reduce debt and improve cash flow
- Provide life insurance and income protection solutions
- Support retirement, college, and legacy planning goals
- Work with business owners on continuity and succession strategies
- Build relationships through networking, referrals, and social platforms
- Develop your own book of business with mentorship support
Licensing Requirements
A state license is required to begin servicing clients. If you do not currently hold a license, discounted pre-licensing courses are available, and qualified candidates may be eligible for the licensing reimbursement program based on performance milestones.
No prior experience in financial services is required for the right candidate—training, systems, and mentorship are provided to help you build confidence and succeed.
Ideal Candidate
This opportunity is ideal for someone who is:
- Coachable and growth-minded
- Passionate about helping others
- Entrepreneurial and self-motivated
- Looking for a flexible income stream
- Interested in building long-term residual and active income
- Open to learning financial concepts and state licensing requirements