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about 2 months ago
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Requirements and responsibilities
About the roleNow seeking a few ambitious & driven individuals to step into a part time leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy.This position is 100% remote and we provide online tools and training in-house. For this reason, no prior financial work experience is required.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 personally 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 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.Advancement & Compensation are scalable based on personalized individual career goals!We offer access to those that 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.ResponsibilitiesServe as a key contact and liaison for clients to ensure total satisfaction.Interact with clients and associates you are personally responsible for on an ongoing basis, providing timely, professional, courteous support.Share financial knowledge, education, and strategies across business matters, investments, insurance-based protection, retirement, savings, and estate planning.Develop customized financial plans aligned with clients’ unique needs and goals.Guide and support clients across budgeting, debt reduction, investing, and retirement planning.Think creatively and work collaboratively with a team of like-minded individuals.What we’re looking forCustomer service, leadership and management backgrounds are preferred.Must pass a background check.18 years or older.U.S. citizen.Entrepreneurially-minded + self-motivated.Must have a drive, passion and desire to help people.Education/Coaching/Military backgrounds are a great fit.Financial skills/knowledge not required.Training & supportTraining/coaching included.Personally customized scheduling.Leadership development.Your training is provided in-house in both group and individual settings.Experienced brokers and business mentors are available to help you.Selection processAs a reminder, there are no automatic disqualifiers in our process; every candidate is evaluated holistically.
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