Associate - PT & FT

About the role

We are seeking ambitious and driven individuals for a part-time leadership role focused on addressing financial illiteracy—a pressing global issue. This position is 100% remote and includes in-house training, so no prior financial work experience is required. We prioritize a strong work ethic, integrity, perseverance, a desire to grow, and an entrepreneurial spirit.

Responsibilities

• Serve as a key contact and liaison for clients to ensure their total satisfaction.
• Interact with clients and associates on an ongoing basis, providing timely, professional, and courteous support.
• Share financial knowledge, education, and strategies covering business matters, investments, insurance-based protection, retirement, savings, and estate planning.
• Work with clients to develop customized financial plans tailored to their unique needs and goals.
• Help clients understand their financial situation and provide expert advice on budgeting, debt reduction, investing, and retirement planning.
• Think creatively and collaborate with a team of like-minded individuals passionate about making a difference.

Requirements

• Must pass a background check.
• 18 years or older.
• U.S. citizen.
• Strong communication and people skills.
• Desire to help individuals and families improve their financial futures.

Preferred Backgrounds

• Customer service, leadership, coaching, or management experience.
• Education, military, or service-oriented experience.

Training & Development

• In-house training provided in both group and individual settings.
• Access to experienced brokers and business mentors for guidance.
• Personally customized scheduling.
• No financial skills or prior knowledge required—training covers all necessary education.

Advancement & Compensation

Advancement and compensation are scalable based on personalized individual career goals. Whether you're looking to create a full-time career or earn additional part-time income, we support the growth of your career and goals.