Part-Time Associate

About the role

We are seeking ambitious and driven individuals to step into a part-time leadership role focused on solving financial illiteracy. This 100% remote position provides online tools and 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 include customer service, leadership, coaching, or management; 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.

Compensation & Advancement

Advancement and compensation are scalable based on personalized individual career goals. We support both full-time and part-time opportunities, with a focus on helping you grow your career and achieve financial independence and security.