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Entry-Level Financial Services Consultant II

Active offer Houston, TX United States
Job overview

This entry-level role provides a structured pathway into the financial services industry, focusing on guiding families through foundational financial planning. Learn and educate clients on life insurance, retirement options, and income protection. Build long-term client relationships while following compliance standards and maintaining accurate documentation. Benefit from ongoing training, mentorship, and onboarding that supports licensing toward State Life Insurance, Series 6/63, and Mortgage Origination. Remote-friendly tools, flexible scheduling, and a clear path into leadership, recruiting, or agency building. Ideal for self-motivated individuals seeking a long-term, licensed career in a regulated industry.

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