Licensed Financial Professional

Monica Hachey

Happy Financial Solutions · Owner

Benefits

Sales commission

Job description

About Us

Happy Financial Solutions is a growing financial services firm focused on helping individuals, families, and business owners build stronger financial futures through education, protection strategies, retirement planning, and wealth-building solutions. We pride ourselves on creating a supportive environment for both clients and team members while providing meaningful opportunities for personal and professional growth.

Position Overview

We are seeking motivated and coachable individuals interested in building a career in the financial services industry. As a Financial Professional, you will educate and assist clients with financial strategies designed to help protect income, build wealth, and prepare for retirement.

This position offers flexibility to work virtually through Zoom as well as in person with local clients in your area. No prior financial industry experience is required. Licensing is not required to apply, but candidates must be willing to obtain their Life & Health Insurance License. We provide access to training programs and licensing preparation resources to help support your success.

Responsibilities

Meet with prospective and existing clients virtually and/or in person
Conduct financial needs analyses and strategy reviews
Educate clients on financial protection and retirement solutions
Build and maintain strong client relationships
Follow up with leads and maintain organized client records
Participate in ongoing training, mentorship, and development
Maintain professionalism and compliance standards

Qualifications

Must be willing to obtain a Life & Health Insurance License
Strong communication and interpersonal skills
Self-motivated with a positive attitude
Comfortable working independently and managing a flexible schedule
Ability to work virtually through Zoom and in person with local clients
Coachable and growth-oriented mindset
Sales, customer service, or entrepreneurial experience is a plus but not required
Must live within the continental United States. (No Visa sponsorship available.)

What We Offer

Flexible schedule
Remote and hybrid work opportunities
Comprehensive training and mentorship
Licensing preparation support
Leadership and advancement opportunities
Competitive commission structure with unlimited earning potential
Positive and supportive team culture
Opportunity to make a meaningful impact in people’s lives

Ideal Candidate

We are looking for individuals who are driven, professional, dependable, and passionate about helping others improve their financial future. Whether you are already licensed or looking to enter the industry for the first time, we are committed to helping motivated individuals succeed.

Apply Today

If you are ready to build a flexible career with strong income potential and professional growth opportunities, we would love to connect with you.

More information

Minimum education level

N/A

Experience level

N/A

Job skills

Investment Strategies

Risk Assessment

Financial Planning

Tax Optimization

Client Relationship Management

Regulatory Compliance

Portfolio Management

Company overview

Happy Financial Solutions

Financial Services·1-10 employees

At Happy Financial Solutions, we believe financial confidence starts with education, strategy, and relationships built on trust. Based in Houston, Texas, our mission is to help individuals, families, and business owners create customized financial solutions designed to protect what matters most while building long-term wealth and security. We specialize in financial planning strategies that focus on principal protection, tax-advantaged accumulation, retirement planning, life insurance solutions, income strategies, and legacy planning. Our approach is centered around helping clients make informed decisions with clarity and confidence, not pressure or confusion. We understand that every client’s goals, income level, family situation, and risk tolerance are different, which is why we take the time to create personalized strategies tailored to their specific needs. At Happy Financial Solutions, we are passionate about helping people improve their financial future through education and practical guidance. Whether someone is preparing for retirement, protecting their family, building tax-free income strategies, or creating a stronger financial foundation, our team is committed to delivering solutions with integrity and professionalism. We are also committed to building a strong team culture for professionals seeking a rewarding career in the financial services industry. We look for motivated, growth-oriented individuals who are passionate about helping others, committed to personal development, and eager to build a meaningful business with flexibility and unlimited income potential. Our company provides mentorship, training, leadership development, and support systems designed to help team members grow both professionally and personally. Our culture values collaboration, accountability, innovation, and service. We strive to create an environment where clients feel supported and team members feel empowered to succeed. If you are looking for a company focused on making a real impact in people’s lives while creating opportunities for professional growth, Happy Financial Solutions is dedicated to helping individuals and families move toward a more secure financial future.