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Role Description

Now seeking a few ambitious & driven individuals to step into a part time leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy.

This position is 100% remote and we provide online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to onboarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit more than anything else.

• Serve as a key contact and liaison for clients to ensure their total satisfaction
• Interact with clients & associates on an ongoing basis, providing timely, professional, and courteous support
• Share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning
• Develop customized financial plans that fit clients' unique needs and goals
• Guide and support clients in budgeting, debt reduction, investing, and retirement planning
• Collaborate with a team of like-minded individuals who share a passion for making a difference
• Contribute ideas and have them valued and recognized
• Opportunity to grow both personally and professionally

Qualifications

• Preferred backgrounds in customer service, leadership, coaching, or management
• Education, military, or service-oriented experience
• Strong communication and people skills
• Desire to help individuals and families improve their financial futures

Requirements

• Must pass a background check
• 18 Years or older
• U.S. citizen
• Training/Coaching included
• Personally customized scheduling
• Financial skills/knowledge not required

Benefits

• Advancement & Compensation are scalable based on personalized individual career goals
• Training provided in-house in both group and individual settings
• Access to experienced brokers and business mentors
• Support for creating a full-time career or part-time income
• Focus on making financial independence and security accessible to a diverse group of people