Part-Time Associate (Remote)

About the role

Now seeking a few ambitious & driven individuals to step into a part‑time leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy. We pride ourselves on a commitment to excellence rivaled by none - a commitment reflected in all aspects of our work. This position is 100% remote and we provide online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to onboarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit more than anything else.

Responsibilities

• Serve as a key contact and liaison for clients to ensure their total satisfaction.
• Interact with clients and associates you are personally responsible for on an ongoing basis, providing support in a timely, professional, and courteous manner.
• Share financial knowledge, education, and strategies for business matters, investments, insurance‑based protection, retirement, savings, and estate planning