We are seeking motivated individuals who are passionate about financial education and helping families create long-term financial security. We provide comprehensive training, mentorship, and access to financial solutions designed to help clients protect, grow, and preserve their wealth.
Responsibilities
- Meet with individuals and families to understand their financial goals
- Educate clients on wealth-building and financial protection strategies
- Assist clients with retirement planning, life insurance, and other financial solutions
- Build and maintain long-term client relationships
- Participate in ongoing professional development and training
- Collaborate with experienced financial professionals
Qualifications
- Strong communication and interpersonal skills
- Self-motivated with a professional attitude
- Desire to learn financial concepts and planning strategies
- Ability to work independently while collaborating with a team
- Sales or customer service experience is helpful but not required
- Must be able to meet state licensing requirements where applicable
What We Offer
- Comprehensive onboarding and mentorship
- Professional training and continuing education
- Flexible scheduling
- Opportunities for career growth and leadership development
- Supportive team environment
- Access to financial education resources and industry-leading solutions
Preferred Skills
- Customer service
- Relationship building
- Time management
- Professional communication
- Goal-oriented mindset
Schedule
- Flexible hours / Full-time or Part-time options available
Work Location
Pay: $55,000.00 - $90,000.00 per year
Benefits:
License/Certification:
- Life Insurance License (Preferred)
Work Location: Remote
