Financial Professional - Remote

Overview

We are looking for ambitious individuals to join our team as Financial Professionals, working remotely to make a positive impact in communities through financial education and literacy.

In Short

• Part-time or full-time remote opportunity
• Work to solve pressing financial issues
• Provide customer service and support to clients
• Develop customized financial plans
• Training and coaching provided
• Flexible hours and personalized scheduling
• Collaborate with a team of like-minded individuals
• Opportunity for personal and professional growth
• Focus on financial independence and security
• No cold calling or door-to-door sales

Requirements

• 18 years or older
• U.S. citizen
• Must pass a background check
• Preferred backgrounds in customer service, leadership, or coaching
• Entrepreneurial motivated personality
• Drive, passion, and desire to help people
• No financial skills/knowledge required
• Willingness to learn and grow
• Ability to work collaboratively
• Holistic evaluation process for candidates

Benefits

• Access to in-house training
• Support for career growth
• Scalable advancement and compensation
• Opportunity to impact financial literacy
• Work from anywhere
• Join a community of educators
• Flexible work environment
• Valued contributions and ideas
• Focus on personal and professional development
• Access to experienced brokers and mentors