Family Future Advocate- Part Time

Your Quest

As a Family Future Advocate, you'll be the hero in our clients' financial stories, helping them to:

• Be the frontline champion, turning every client interaction into a memorable and happy tale.
• Ignite curiosity about financial topics and work hand-in-hand with them on crafting bespoke strategies for their financial adventures - including budgeting, investments, and estate planning.
• Empower their future with skillful upselling and cross-selling, enriching their portfolios without the villainous chores of cold calling or door knocking.

What Makes You Our Perfect Match?

- A passionate U.S. adventurer, 18 years or older, ready to make waves and build dreams.

• A clear pass on a background check, plus earning your Life Producer badge within two weeks.
• Your words are magic spells, whether typed or spoken, as you build bridges and networks with ease.
• Mastery of CRM systems like Salesforce, with eyes always on opportunities for growth.

Bonus Points For

• A history of adventure in customer service, leadership, or coaching.
• An entrepreneurial spirit that loathes the thought of missed opportunities.
• Advanced haggling or tech problem-solving skills? These treasures will aid your quest!