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Elevance Health
Costa Mesa, CA, United States
Description Financial Consultant Location: This position will work in a hybrid model (remote and office). The ideal candidate should live within 50 miles of our Elevance Health Pulse Point primary location in Indianapolis, IN . Candidates living within 50 miles of an Open Access Pulse Point will also be considered. The Financial Consultant will
Job Source: Elevance HealthElevance Health
Costa Mesa
**Financial Consultant** **Location:** This position will work in a hybrid model (remote and office). The ideal candidate should live within 50 miles of our Elevance Health Pulse Point **primary** location in **Indianapolis, IN** . Candidates living within 50 miles of an Open Access Pulse Point will also be considered. The **Financial Consultant**
Job Source: Elevance HealthPrudent Technologies and Consulting, Inc.
Irvine, CA, United States
An excellent 6 + months contract role for a Financial Consultant (W2 position 100% remote) with our direct client in San Jose, CA Job Title: Financial Consultant (100% remote)/Candidates have to be in PST/Rate DOE Sorry Client cannot sponsor or transfer Visas at this time(No H1s or EADs) - Those authorized to work in the United States without spons
Job Source: Prudent Technologies and Consulting, Inc.Elevance Health
Costa Mesa
**Location:** This position will take part in Elevance Health's hybrid workforce strategy which **includes virtual work and 1-2 days in office per week** . The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with Pulse
Job Source: Elevance HealthPenske Automotive
Santa Ana, CA, United States
Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. JOIN OUR TEAM At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the
Job Source: Penske AutomotivePrincipal Financial Group
Costa Mesa
**What You'll Do** As a **Financial Consultant II** , you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few examples of the kinds of things you’ll do: + Provide customers
Job Source: Principal Financial GroupPenske Automotive Group
Santa Ana, CA, United States
Summary/Objective The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process. Essential
Job Source: Penske Automotive GroupIrvine Technology Corporation
Irvine, CA, United States
Director, Applications Financial Systems (Remote) Director, Applications Financial Systems (Remote) We have an immediate need for a direct hire Director, Applications Financial Systems to join a real estate investment organization. The Director, Applications Financial Systems is responsible for the design, implementation, planning, mentoring, and
Job Source: Irvine Technology CorporationIrvine, CA, United States
This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company!
Work Types
We offer 2 types of work-effort
1. Full Time
2. Part Time
*You do not have to quit your current job if you start with either of these options.
Most of our newly licensed professionals start off as Part-time prior to moving on to full time. We get to work with A Rated financial companies across the nation. The best part about this opportunity is the unlimited growth potential both professionally as well as financially.
Experience
No financial experience is required before starting as you will learn everything hands on throughout our training program. However, if you have any of these skill sets or experience it will help you move quickly in the company.
Leadership
Public Speaking
Customer Service
Sales
Accounting/Software
Business Skills
Description
Develop Financial Need Analysis (FNA) for Clients
Place families, individuals, and business owners in a financial position of advantage for some of these following:
1. Protect Assets/Funds
2. Build and Leave a Legacy
3. Index Strategies
4. Debt Management Services
5. Estate Planning with our legal team
6. Different Types of Life Insurance
7. Different Types of Annuities
8. Final Expense
Work Schedule
1. Part Time - 6-10 hours a Week, varies by the individual.
2. Leads - We teach warm & cold market client acquisition strategies. (We don’t have you buy leads).
3. It is remote & zoom is our platform.
4. You are partnered with a “Field Trainer” who is an experienced professional and will help you throughout the beginning of training until you’re ready to manage your book of business and effectively help people. This includes how to prospect clients and potential partners.
5. 3 trainings per week offered as well as 1 on 1 trainings
Multiple Methods of Compensation
In Financial Services unlike traditional 9-5 jobs:
Performance driven compensation with no ceiling (helping one client may be $3,000 in compensation and helping another may be $20,000 or more)
Residual income (paid from work done last year, every year)
Passive income (income from the agency)
Bonus income, paid travel, and more
Mandatory Qualifications
- If you do not have a Life & Health License, you must be willing and able to study and pass for whichever state you’re residing in. (Most newly licensed professionals could complete the studying in 5-14 days). We will help you throughout this process so you can be completely certified if you are not yet. Since we are a full fledged firm, you would be able to add additional licenses as well if you would like.
Non-Negotiable
- Must pass a background check (No Felonies or misdemeanors)
- Must have a U.S Social Security Number
- Must currently reside in the United States, Puerto Rico or Canada during the initial process. (Hiring-License)
- Must be 18 years old (This is a Federal Requirement)
If you'd like to learn more, please submit your resume and from there we will schedule a time for us to connect for a 10-15 minute informational phone interview. Thanks for considering our company for your next career move.
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Email Alert for Remote Financial Consultant jobs in Irvine, CA, United States
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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