Role Description
Now seeking a few ambitious & driven individuals to step into a part-time leadership role. Those who want to make a positive impact in our communities. As a part of the organization, 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.
If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.
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As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction.
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You will interact with clients & associates you are personally responsible for on an ongoing basis, providing the support needed in a timely, professional, and courteous manner.
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Associates share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients and business owners progress financially.
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You will work with clients to develop customized financial plans that fit their unique needs and goals.
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You will have the ability to help them understand their financial situation and provide expert advice on how to improve it.
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From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.
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You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference.
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Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.
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Advancement & Compensation are scalable based on personalized individual career goals!
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Your training is provided in-house in both group and individual settings.
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All professionals on our platform have access to the training necessary to learn what it takes to be successful.
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Our system is education focused; experienced brokers and business mentors are here to help you.
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We offer access to those that are looking to create a full-time career or one that is part-time to earn additional income.
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No matter which you choose, we are here to support the growth of your career and goals!
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We help make financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.
Qualifications
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Customer service, leadership and management backgrounds are preferred
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Must pass a background check
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18 Years or older
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U.S. citizen
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Financial skills/knowledge not required
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Leadership development
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Entrepreneurially-minded + Self-motivated
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Education/Coaching/Military backgrounds are a great fit!
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Must have a drive, passion and desire to help people!
Requirements
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As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.
Benefits
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Training/Coaching included
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Personally customized scheduling
Company Description
Please reach out to us if you have any questions. We look forward to reviewing your application!