Now looking for a few select ambitious & driven individuals to step into a part time or full time opportunity in the area! Candidates who want to make a positive impact in the community. As a part of our team, you will be working to solve some of the world's most pressing issues, like financial literacy and education.
We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.
Both Remote & Hybrid Options Available | Online tools and training is provided in house.
If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process!
All candidates selected for next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions and compensation to determine if it's a mutual fit prior to any zoom interviews and/or onboarding steps.
-Customer service and management backgrounds are preferred
-Must pass a background check
-18 Years or older
-U.S. citizen
-Training/Coaching/ Included
-Personally Customized Scheduling
-Financial skills/knowledge not required
As a reminder, there are no automatic disqualifiers in our process, every candidate is evaluated holistically.
As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially.
As a financial professional, you will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.
You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.
Advancement & Compensation are scalable based on personalized individual career goals!
Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.
Please reach out to us if you have any questions. We look forward to reviewing your application.
- We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.
- NOT LOOKING FOR SALES REPS. TELEMARKETERS. NO COLD CALLS/ NO DOOR TO DOOR
Job Types: Full-time, Part-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
Weekly day range:
- Monday to Friday
- Weekend availability
Application Question(s):
- Are you willing to undergo a background check, in accordance with local law/regulations?
Work Location: Remote
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