Financial Services Consultant​

Posted 2 Days Ago
Be an Early Applicant
Lansing, MI
In-Office
Entry level
Fintech • Software • Financial Services
The Role
As a Financial Services Consultant, you will provide personalized financial guidance, build client relationships, and help clients achieve their financial goals. You will educate clients on strategies, track progress, and stay updated on financial products.
Summary Generated by Built In

Join Our Team as a Financial Services Consultant – Empower Clients to Achieve Financial Success!

Are you passionate about helping people make informed financial decisions, building trust-based client relationships, and delivering value-driven solutions? We’re looking for a results-oriented and client-focused Financial Services Consultant to join our growing team. In this role, you’ll provide expert financial guidance, support clients in reaching their financial goals, and contribute to the growth of our organization.

Why You’ll Love This Role
  • 💼 Comprehensive Training & Licensing Support: Whether you're new to the financial industry or already certified, we’ll provide the tools, mentorship, and education you need to thrive.
  • Flexible Work Options: Full-time or part-time positions with remote flexibility.
  • 📈 Career Advancement: Clear pathways into senior consulting, financial planning, or leadership roles.
  • 💰 Lucrative Compensation: Base salary plus commissions, performance bonuses, and growth incentives.
Key Responsibilities
  • Provide personalized financial consultations and solutions to clients.
  • Assess client needs and recommend suitable products and services (e.g., investments, insurance, retirement planning, wealth management).
  • Build and maintain strong, trust-based client relationships.
  • Educate clients on financial strategies and market trends to support informed decision-making.
  • Track client progress, review financial plans, and make adjustments as needed.
  • Stay current on financial products, regulations, and best practices to deliver top-tier service.
What We’re Looking For
  • ✔ Strong interpersonal and communication skills
  • ✔ Analytical mindset and attention to detail
  • ✔ Ability to build credibility and earn client trust
  • ✔ Self-motivated, goal-driven, and organized
  • ✔ Experience in financial services, consulting, banking, or insurance is a plus (but not required)
  • ✔ Relevant certifications or licensing (or willingness to obtain) is an advantage
Perks & Benefits
  • ✅ Paid training and support for licensing/certifications
  • ✅ Health insurance and retirement plan options
  • ✅ Commission bonuses and performance-based incentives
  • ✅ Growth opportunities into leadership, planning, or portfolio management roles
Ready to Help Others Reach Financial Freedom?

If you’re excited about making a real impact and building a rewarding career in financial consulting, we want to hear from you!

👉 Apply today and become a Financial Services Consultant—where your guidance creates financial confidence.

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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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