D&T Finance · 3 days ago
Financial Consultant – Remote | Full-Time or Part-Time
United States
Full-time, Part-time
Remote
New Grad, Entry LevelD&T Finance is focused on strengthening families, businesses, and individuals with financial guidance. They are seeking a Financial Professional to provide financial solutions to clients and help them achieve their financial goals while enjoying the flexibility of setting their own schedule.
Financial Services
Responsibilities
Educating clients on strategies that best suit their needs
Learning different financial products and services
Have excellent communication and interpersonal skills
Ability to effectively market and sell financial products
Proficiency in telemarketing and sales administration
Team and client building
Life and Health License Acquired within 30 days
Qualification
Required
Highly motivated and results-driven
Ability to provide financial guidance and solutions to clients
Opportunity to set your own schedule and grow your clientele
Values freedom and flexibility
Excels at working independently and in a team environment
Ambitious and motivated
Entrepreneurial-minded
Self-starter and good at follow-through
Personal interest in personal finance (even with little to no experience)
Educating clients on strategies that best suit their needs
Learning different financial products and services
Excellent communication and interpersonal skills
Ability to effectively market and sell financial products
Proficiency in telemarketing and sales administration
Team and client building
Life and Health License acquired within 30 days
Reside in the United States
Benefits
Flexible schedule
Work from home
Company
D&T Finance
D&T financial services operate as part of a larger firm that provide finance and insurance guidance that focuses on helping individuals, families, and businesses manage, grow, and protect their money.
Founded in 2025
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase