Job Summary
We’re expanding our financial education team and seeking motivated individuals who want to help individuals and families improve their financial future while building a flexible income stream.
No prior financial-services experience is required. Training, mentorship, and licensing support are provided to help qualified individuals develop their skills and pursue the appropriate licenses.
We are a financial services organization focused on helping families with insurance, investment, and mortgage solutions while providing opportunities for individuals to develop as licensed financial professionals.
Remote positions available.
IMPORTANT: This is an independent contractor opportunity with flexible scheduling. Compensation is performance-based and not guaranteed. Potential earnings are based on licensing, training, performance, and business activity.
We Are Looking For
We are seeking motivated individuals who demonstrate:
- Strong leadership and communication skills
- High character and integrity
- A heart to serve others
- Coachability and willingness to learn
- Self-motivation and professionalism
- Ability to work independently and as part of a collaborative team
Requirements
- Must be 18 years of age or older
- Must reside in the United States
- Must be able to meet applicable background-check requirements
- Ability to work independently as well as within a collaborative team environment
- Coachable and motivated to learn
- Willingness to complete required training and licensing
Responsibilities
- Educate clients on financial fundamentals and protection strategies
- Help clients understand applicable insurance, investment, and mortgage options
- Learn to assess client financial needs and goals within the scope of applicable licensing
- Assist clients with applications and required documentation
- Provide professional client service and follow-up
- Participate in ongoing training and professional development
Training Provided
- Structured training and mentorship
- Guidance through the applicable licensing process
- Ongoing professional development
- Support from an experienced team
Who This Opportunity May Be a Good Fit For
This opportunity may be a good fit for individuals who are coachable, motivated, service-oriented, and interested in developing a career or entrepreneurial path in financial services.
This is an independent contractor opportunity with flexible scheduling. Compensation is performance-based and not guaranteed.
Job Types: Full-time, Part-time, Contract
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- Flexible schedule
- Opportunities for advancement
- Work from home
Application Question(s):
- Live in the United States ?
Work Location: Remote
