Entry-Level Investment Advisor, Insurance Consultant and Mortgage Loan Originator

Job Summary

Join our dynamic team as an Entry-Level Investment Advisor, Insurance Consultant, and Mortgage Loan Originator, where you will play a vital role in guiding clients through their financial journeys. This position offers an exciting opportunity to develop your expertise in financial sales, mortgage lending, and insurance consulting while providing exceptional customer service. You will assist clients in understanding their options, help them navigate complex financial products, and ensure compliance with industry regulations. This paid position is ideal for motivated individuals eager to grow their career in the financial services industry with comprehensive training and ongoing support.

Duties

• Engage with clients to assess their financial goals and recommend suitable investment, insurance, and mortgage solutions.
• Conduct credit analysis and evaluate risk factors to support underwriting decisions aligned with FNMA (Fannie Mae) standards and industry regulations.
• Build strong relationships through effective communication, negotiation, and personalized service to foster client trust and retention.
• Stay current on industry knowledge of mortgage services, banking regulations, and financial compliance to provide accurate guidance.
• Support mortgage servicing activities by managing escrow accounts, loan processing tasks, and ensuring adherence to contractual obligations.
• Training provided, no experience necessary
• Excellent negotiation skills combined with a strong sales aptitude to promote financial products confidently.
• Knowledge of mortgage lending procedures, underwriting standards, and compliance requirements such as TILA and Fair Housing laws.
• Ability to perform basic math calculations accurately for credit analysis, loan structuring, and financial assessments.
• Exceptional customer service skills with a focus on clear client communication and relationship building in financial sales environments.
• Strong understanding of banking regulatory compliance including FNMA guidelines, mortgage servicing protocols, escrow management, and loan contracts.

This role offers a vibrant environment where your proactive approach can make a real difference in clients’ lives while advancing your career in the fast-paced world of financial services!

Pay: $35,000.00 - $90,000.00 per year

Benefits:

• Flexible schedule
• Opportunities for advancement
• Work from home

Work Location: Hybrid remote in Honolulu, HI 96819