Associate (Remote)PT & FT

About the role

We are seeking ambitious and driven individuals for a part-time leadership role focused on addressing financial illiteracy. This is a 100% remote position with in-house training provided—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 on 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 and a U.S. citizen.
• Preferred backgrounds:
  • Customer service, leadership, coaching, or management.
  • Education, military, or service-oriented experience.
• Strong communication and people skills.
• Desire to help individuals and families improve their financial futures.

Training & Development

• In-house training provided in both group and individual settings.
• Access to experienced brokers and business mentors for guidance.
• Education-focused system to support your success.
• Opportunities for both part-time and full-time career growth.

Benefits

• Personally customized scheduling.
• Advancement and compensation scalable based on individual career goals.
• Support for personal and professional growth.
• Opportunity to make a positive impact in communities by addressing financial illiteracy.