[Hiring] Family Financial Wellness Advisor @Lisa Russel

Role Description

As a Family Financial Wellness Advisor , you'll work directly with individuals and families, helping them understand financial protection options and guiding them toward solutions that provide confidence and peace of mind. Every conversation is an opportunity to make a real difference.

Whether you're beginning a new career or looking for a purpose-driven opportunity, we'll provide the mentorship, training, and support needed to help you succeed.

What You'll Do

• ❤️ Make a Meaningful Difference: Help families protect what matters most by providing guidance on financial protection and supplemental benefit solutions.
• 🏡 Work From Anywhere: Enjoy the flexibility of a fully remote position while creating a schedule that supports your personal and professional goals.
• 📈 Build a Long-Term Career: Grow within an organization that recognizes performance, encourages professional development, and offers advancement opportunities.
• 🤝 Empower Others: Educate clients, answer questions, and help them make informed decisions about protecting their financial future.
• ⭐ Lead With Integrity: Deliver exceptional service while maintaining the highest standards of professionalism, honesty, and ethical conduct.

Key Responsibilities

• Meet virtually with individuals and families through Zoom and phone consultations.
• Learn about each client's needs and goals.
• Present personalized financial protection and benefit solutions.
• Guide clients through the enrollment process with professionalism and care.
• Build lasting relationships through ongoing communication and support.
• Maintain organized digital records and appointment schedules.
• Participate in ongoing mentorship, training, and professional development.
• Collaborate with a supportive remote team focused on delivering exceptional service.

Qualifications

• A genuine passion for helping others.
• Excellent communication and relationship-building skills.
• Positive attitude with a service-first mindset.
• Self-motivation and accountability.
• Strong organizational and time-management abilities.
• Ability to work independently while contributing to a collaborative team.
• Commitment to integrity and ethical business practices.
• Coachability and willingness to continuously learn.
• Experience in customer service, education, healthcare, hospitality, nonprofit work, financial services, or sales is helpful—but not required.

What We Offer

• 🌎 100% Remote Flexibility: Work from anywhere while enjoying greater work-life balance.
• 💰 Weekly Pay + Performance Incentives: Earn competitive compensation with opportunities for bonuses, advancement, and long-term income growth.
• 📚 Comprehensive Training & Mentorship: Receive structured onboarding, live coaching, ongoing professional development, and leadership support.
• ❤️ Benefits & Professional Support: Eligible representatives may receive company-supported life insurance, medical reimbursement program, leadership development opportunities, and union representation and support.
• 📈 Career Advancement: Build a rewarding long-term career with performance-based opportunities to grow into leadership roles.

Ready to Make a Difference?

If you're looking for a career where you can help families, grow professionally, and work remotely with purpose, we'd love to hear from you. Apply today and begin your journey as a Family Financial Wellness Advisor. Protect families. Build trust. Create a future with purpose.