Teams at Bloom Financial Partners

Meet virtually with individuals and families to discuss financial goals, protection planning, retirement strategies, and financial concepts. Identify planning gaps, build long-term client relationships, provide ongoing support, and develop business through networking, referrals, and community outreach. Participate in structured training, mentorship, and professional development while working a flexible remote schedule as an independent contractor. Applicants must obtain a state Life and Health Insurance License.

Meet virtually with individuals and families to understand financial goals, explain financial concepts, reduce financial risk, and recommend appropriate strategies for retirement and long-term planning. Build client relationships through communication and follow-up while completing structured training, mentorship, and performance-based advancement in a flexible remote environment.

Provides remote financial education and client support focused on life insurance, protection planning, and retirement strategies. Builds client relationships and a customer base through networking, referrals, and outreach. Participates in structured training, coaching, and mentorship while developing financial knowledge. The role offers part-time or full-time flexibility, performance-based compensation, and opportunities for leadership and long-term growth. A state Life and Health Insurance License is required, with guidance provided for obtaining it.