About

Solution Consultant

Location: Remote (United States only)
Schedule: Monday to Friday | Flexible Hours | No Weekends

Job Overview

We’re seeking a strategic and client-focused Solutions Consultant to join our remote team. In this consultative role, you’ll help individuals and families navigate their financial planning needs by offering tailored insurance and financial solutions. This opportunity is ideal for professionals who excel at listening, problem-solving, and building trust through solution-based conversations.

This is a performance-driven, flexible opportunity for those looking to make a meaningful impact while enjoying the benefits of working independently.

Key Responsibilities

• Conduct virtual consultations to assess client needs and financial goals
• Present tailored insurance and financial service options to support client priorities
• Educate clients on products and guide them through informed decision-making
• Collaborate with internal teams and stay current on offerings and industry trends
• Build long-term relationships through a consultative, solutions-first approach
• Manage your own client pipeline, schedule, and outreach efforts

Qualifications

• Strong communication and presentation skills
• Ability to understand client challenges and translate them into actionable solutions
• Previous experience in sales, financial consulting, or client services (preferred)
• Self-motivated, disciplined, and comfortable working remotely
• Legally authorized to work in the United States.

What We Offer

• Remote-first, flexible work structure
• Performance based
• Average annual earnings range: $90,000–$150,000+ for successful consultants
• Structured onboarding, ongoing training, and access to professional tools
• Access to leading insurance and financial products
• Healthcare exchange access (medical, dental, vision)
• Life insurance coverage, performance incentives, and recognition programs

Additional Information

• This is a 1099 independent contractor role.
• U.S. residency and work authorization required

Ready to Help Clients Find the Right Solutions?

If you enjoy guiding people through important decisions and want a career aligned with purpose and performance, we invite you to apply today and explore what’s possible as a Solutions Consultant.

Job Type: Full-time

Pay: $90,000.00 - $150,000.00 per year

Work Location: Remote