Planning Specialist- Part Time

Why You Should Be a Part of Us

• Achieve financial independence for everyone through empowering diverse communities.
• Design efficient and effective financial plans for various client projects.
• Build meaningful relationships and improve financial processes.
• Unlock new growth horizons with comprehensive training and a fully commission-based compensation structure.
• Enjoy a flexible schedule and a fully remote position powered by state-of-the-art tools and training.
• Earn between $65,000-$85,000 in your first year with uncapped earning potential thereafter.

What You'll Do

• Architect precise financial plans to ensure projects reach their full potential.
• Deliver exceptional service with strategic and solution-oriented financial support for teams and associates.
• Guide teams through financial goal setting, resource management, and timeline development.
• Craft customized financial project plans, providing insightful guidance through task assignments, deadline management, resource estimation, and risk mitigation.
• Identify efficiency improvements and synergy opportunities without any on-site presence.

What You'll Bring

• Be 18 years or older and a proud U.S. citizen.
• Master the art of strategic financial communication and foster productive partnerships.
• Obtain your Life Producer license within the first 2 weeks with provided resources.
• Eagerly spot and embrace new opportunities to enhance project outcomes with ease.

Extra Sparks We Love

• An extensive background in leadership and customer service.
• Experience from education, consulting, technology, or a creative industry background.
• An entrepreneurial spirit, a motivated mindset, and the drive to impact through innovation.