Financial Literacy Advocate - Part Time

About the Position

We are on the lookout for a passionate and driven individual to join our team as a Financial Literacy Advocate on a part-time basis. In this role, you will be responsible for empowering clients with essential financial knowledge and skills. You will manage a diverse portfolio of client accounts, delivering customized financial plans and fostering long-term client relations. If you're enthusiastic about helping others and driving positive change, this role may be perfect for you!

Key Responsibilities

• Act as a primary contact for clients, ensuring satisfaction and account growth
• Offer professional and supportive interactions with clients and associates
• Educate clients about financial concepts like business investment, insurance protection, and estate planning
• Design tailored financial plans, assisting clients with budgeting, debt reduction, and retirement planning
• Enhance account value via upselling and cross-selling opportunities
• No cold calling or door knocking required.

Required Qualifications

• Aged 18 or older and a U.S. resident
• Successful background check completion
• Strong communication skills (both verbal and written) and customer relationship management
• Life Producer license (or willingness to obtain within first 2 weeks)
• Proficiency in CRM systems such as Salesforce and basic reporting

Preferred Experience

• Background in customer service, leadership, or management
• Experience in education, coaching, military, or as an elite athlete
• Entrepreneurially-minded with self-motivation and a passion for helping others
• Skills in negotiation or technical troubleshooting are a plus

Pay

Competitive compensation between $30,000 - $50,000 annually (part-time), with ample advancement and earning potential