Remote Advising

About the role

We are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people.

About the Position: Remote Advising

We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead Associate will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients.

Lead Associate Daily Responsibilities

• Serve as a part-time Remote Advisor and key contact for clients, ensuring their total satisfaction
• Interact with clients and associates, providing timely, professional, and courteous support
• Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
• Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
• Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
• NO Cold Calling, NO Door Knocking

Requirements of the Remote Advising Role

• 18 years or older and a U.S. citizen
• Pass a background check
• Strong verbal and written communication and customer relationship management skills
• Must have or obtain within first 2 weeks a Life Producer license
• Familiarity with CRM systems (e.g., Salesforce) and basic reporting
• Able to interpret account health metrics and prepare concise summaries
• Experience or aptitude for identifying expansion opportunities

Additional Qualifications

• PREFERRED BACKGROUND: customer service, leadership, and management
• EDUCATION, COACHING, MILITARY, OR ELITE ATHLETE BACKGROUNDS ARE A GREAT FIT!
• Entrepreneurially-minded, self-motivated, and desire to grow and help people
• ADVANCED NEGOTIATION TECHNIQUES OR TECHNICAL TRACING SKILLS MAY BE BENEFICIAL

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities
• Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals