Insurance and Financial Services Consultant

1 week ago


Remote, Oregon, United States Financial Services & Insurance Company Full time
Exciting Role as an Insurance and Financial Services Consultant

We are seeking a dedicated professional to join our organization, a prominent player in the Financial Services and Insurance sector. As an Insurance and Financial Services Consultant, you will have the opportunity to cultivate your practice, receive exceptional training, and provide a range of investment and insurance solutions to clients.

Key Responsibilities:

  • Engage with clients to discuss their financial situations and aspirations
  • Create customized financial plans
  • Advise clients on suitable financial products
  • Advocate for clients during negotiations
  • Enhance client relationships through ongoing support

Required Qualifications:

  • No previous experience necessary - we will guide you through the licensing process
  • Possession of a life insurance license is advantageous
  • Strong customer service orientation
  • Genuine desire to assist others and achieve success
  • Collaborative team spirit

This position offers a commission-based income structure with opportunities for bonuses as you thrive. It is ideal for individuals looking for flexibility, motivation, and the chance to make a significant impact. Whether you are already licensed or just starting out, we provide comprehensive support and training.

Embrace the opportunity to build a successful virtual business with boundless potential. Our operations span various regions, granting you the flexibility to work remotely from any location.



  • Remote, Oregon, United States Financial Firm Full time

    Job OverviewPosition Summary:Are you a motivated individual with a desire to assist others in securing their financial future? If you possess a background in sales, particularly within the insurance sector, we invite you to consider a role as a Life Insurance Sales Consultant. This position provides a distinctive chance to cultivate your own client...


  • Remote, Oregon, United States Ellevest Full time

    About EllevestEllevest is a pioneering financial services company dedicated to empowering women to take control of their financial futures. Our mission is to provide innovative investment and wealth management solutions that cater to the unique needs and goals of women.Job SummaryWe are seeking a highly skilled and experienced Financial Planner to join our...


  • Remote, Oregon, United States data intensity Full time

    Senior Finance Functional Client ConsultantWe are seeking a highly skilled Senior Finance Functional Client Consultant with a strong background in deploying Financial Modules of Oracle Fusion Cloud Applications and R12 EBS. The successful candidate will collaborate closely with clients to assess their needs, facilitate set-up, execute implementations,...


  • Remote, Oregon, United States Workday, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Workday Success Plans team as a Senior Financial Planning Consultant. As a trusted advisor, you will work directly with customers to help them achieve their business goals using Workday solutions.Key ResponsibilitiesConduct research to ensure understanding of customer...


  • Remote, Oregon, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.The Commercial Insurance Sales Executive isn't a normal insurance job. Let's face it. There are a lot of stereotypes about a career in insurance (especially that junk about 100% commission jobs). That's not Arrowhead We...


  • Remote, Oregon, United States Egnyte Full time

    About the RoleWe are seeking a seasoned professional to lead our Customer Success team in the Financial Services sector. As a Manager of Customer Success, you will be responsible for driving engagement with our top financial clients, developing strategic relationships with key accounts, and overseeing a team of Customer Success Managers focused on the...


  • Remote, Oregon, United States Harris Computer Full time

    Application ConsultantHarris Computer Systems - AlabamaApplication ConsultantHarris School Solutions - RemoteHarris School Solutions is seeking an application consultant to join us in implementing our NextGen ERP financial solution. Duties will include configuring our software application to meet our client's business requirements, testing and training...


  • Remote, Oregon, United States CSCI CONSULTING, INC Full time

    Position Overview The Senior Audit Consultant will take charge of supervising engagement teams, crafting audit strategies, and nurturing productive client interactions while effectively communicating with all audit stakeholders. This role demands exceptional communication abilities, adept project management skills, and a comprehensive grasp of auditing...


  • Remote, Oregon, United States CSCI CONSULTING, INC Full time

    Position Overview The Senior Audit Consultant will take charge of guiding audit teams, formulating comprehensive audit strategies, and nurturing strong client partnerships while effectively communicating with all audit stakeholders. This role demands exceptional communication abilities, adept project management skills, and a profound understanding of...

  • Service Consultant

    1 month ago


    Remote, Oregon, United States Firstup Full time

    Who We AreAt Firstup, our mission is to improve the employee experience at every moment that matters, large and small. As the communication pipeline for the world's workforce, we now serve 40 of the Fortune 100 companies, reaching and connecting more than 17 million employees daily.Our employees are experts in the employee experience, workforce...


  • Remote, Oregon, United States Ushur Full time

    Ushur is transforming the way enterprises communicate and engage with customers. Fueled by consumer's self-service demands, enterprises are modernizing customer engagement and experience models. Ushur is fast becoming the platform of choice for Customer Experience AutomationTM, enabling these enterprises to leapfrog their digital native counterparts and...


  • Remote, Oregon, United States data intensity Full time

    Senior Finance Functional Client ConsultantWe are seeking a highly skilled Senior Finance Functional Client Consultant who possesses in-depth knowledge of implementing Financial Modules within Oracle Fusion Cloud Applications and R12 EBS. The successful candidate will collaborate closely with clients to conduct needs assessments, facilitate setup, oversee...


  • Remote, Oregon, United States SS&C Technologies Holdings Full time

    Investor Services Representative I and IILocations:Hybrid and/or Remote Work Opportunity in various states.Work from home opportunity available in multiple states.About the Company: SS&C Technologies Holdings is dedicated to assisting individuals in reaching their financial aspirations through effective management of mutual fund investments.Why Consider This...


  • Remote, Oregon, United States SS&C Technologies Holdings Full time

    Investor Services Representative I and IILocations:Flexible work arrangements available, including hybrid and remote opportunities across various states.About the Company: SS&C Technologies Holdings is committed to assisting individuals in reaching their financial aspirations through effective management of mutual fund investments.Why Work With...


  • Remote, Oregon, United States Nationwide Private Client Full time

    Join Our Team at Nationwide Private Client Are you enthusiastic about contributing to a team that provides exceptional support to help individuals and businesses prepare for their financial futures? If so, Nationwide Private Client may be the right fit for you. At Nationwide, our commitment to our clients is paramount, and we seek associates who are...


  • Remote, Oregon, United States CSCI CONSULTING, INC Full time

    Job DescriptionCSCI Consulting, Inc. is seeking a highly skilled Financial Systems Analyst to support the Defense Finance and Accounting Service (DFAS). The primary focus of this role is to provide operational and maintenance support services for the sustainment of the DDRS, with a emphasis on knowledge transfer, audit steadiness, and software configuration...


  • Remote, Oregon, United States Guild Full time

    At Guild, we believe talent is everywhere and that opportunity should be too. We continue to have our home and headquarters in Denver, but we have embraced a distributed model of working to reach the best talent in the United States. While some roles may require proximity to our Denver office, roles based outside of our Denver office can sit in any of the...


  • Remote, Oregon, United States Nationwide Private Client Full time

    Join Our Team at Nationwide Private Client Are you eager to contribute to a team that provides exceptional support to help individuals and businesses secure their financial futures? If so, Nationwide Private Client could be the right fit for you. At Nationwide, our commitment to our clients is at the forefront of everything we do, and we seek associates who...

  • Senior Tax Consultant

    2 weeks ago


    Remote, Oregon, United States Softcom Systems Inc Full time

    Job OverviewPosition: Senior Tax ConsultantLocation: RemoteEmployment Type: Full-time, Direct HireOverview:Softcom Systems Inc is looking for a dedicated Senior Tax Consultant to join our dynamic team. This role is primarily remote, with the expectation of attending monthly meetings in person. We are particularly interested in candidates located in...


  • Remote, Oregon, United States Wipfli Full time

    At Wipfli, people countThe way you think makes you different. At Wipfli, we embrace that.Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.We're also focused on helping you achieve success with balance. From hybrid schedules and flexible...