Remote Part-Time Associate

Job Description

REQUIREMENTS

• Background in customer service, leadership, coaching, management, education, military, or other service-oriented roles.
• Strong communication and people skills, with the ability to listen, build rapport, and explain information clearly.
• Genuine desire to help individuals and families improve their financial futures, with high integrity and a strong work ethic.
• Entrepreneurial spirit, perseverance, and comfort working independently with personalized scheduling in a remote environment.

RESPONSIBILITES

• Serve as a primary point of contact for clients, building trust-based relationships and ensuring their questions and needs are addressed promptly and professionally.
• Educate individuals, families, and business owners on key financial concepts, including budgeting, debt reduction, investments, insurance-based protection, retirement planning, savings, and estate planning.
• Work with clients to develop customized financial plans tailored to their unique goals, priorities, and current financial situations.
• Leverage provided online tools and training to conduct remote client meetings, follow-ups, and ongoing support interactions.
• Collaborate with a team of like-minded associates and mentors, sharing insights and strategies to improve client outcomes and grow your own practice.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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