Financial Professional

Now looking for a few select ambitious & driven individuals to step into a part-time or full-time
opportunity! We are looking for candidates who want to positively impact communities. As a
part of our team, you will be working to solve some of the world's most pressing issues, like financial
literacy and financial education.
We pride ourselves on a commitment to excellence rivaled by none a commitment reflected in all
aspects of our work.
Remote opportunity | Online tools and training are 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.
-Customer service, leadership, and management backgrounds are preferred!
-Must pass a background check
-18 Years or older
-U.S. citizen
-Training/Coaching Included
-Personally Customized Scheduling
-Flexible hours/days
-Financial skills/knowledge not required
-Leadership development / Team Development
-Entrepreneur motivated personality
-Educational/coaching/US Services backgrounds are a great fit!
-A drive, passion, and desire to help people!
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 the 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.
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.
We offer access to those who are looking to create a full-time career or one that is part-time to earn
additional income. No matter which you choose, we are here to support the growth of your career
and goals!
We help make the idea of financial independence and financial security accessible to a diverse group
of people from a wide range of backgrounds.
Let's Build an Army of Educators !!
- NO data entry/Marketing/Analyst Roles Needed--
(we will reject if this is what you are looking for)
- Please reach out to us if you have any questions. We look forward to reviewing your application.
- NOT LOOKING FOR SALES REPS. TELEMARKETERS - We do not cold call nor go door to door! We do
not buy leads!