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 enhanced strategic financial capabilities.
• Earn a fully commission-based salary with a range of $65,000-$85,000 in your first year and uncapped earning potential thereafter.

Amazing Perks

• Flexible schedule to adapt to your lifestyle.
• Remote work powered by state-of-the-art tools and training.
• Enhance your strategic financial skills and unlock new growth opportunities.
• Comprehensive training to perfect your craft and excel in your role.

What You'll Do

• Architect precise financial plans for projects.
• Provide strategic and solution-oriented financial support to teams and associates.
• Guide teams through financial goal setting, resource management, and timeline development.
• Craft customized financial project plans, offering 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.
• Pass a background check.
• 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 embrace new opportunities to enhance project outcomes.

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.