Remote Financial Services Associate- TRAINING PROVIDED

We are seeking motivated individuals who are passionate about financial education and helping families create long-term financial security. We provide comprehensive training, mentorship, and access to financial solutions designed to help clients protect, grow, and preserve their wealth.

Responsibilities

• Meet with individuals and families to understand their financial goals
• Educate clients on wealth-building and financial protection strategies
• Assist clients with retirement planning, life insurance, and other financial solutions
• Build and maintain long-term client relationships
• Participate in ongoing professional development and training
• Collaborate with experienced financial professionals

Qualifications

• Strong communication and interpersonal skills
• Self-motivated with a professional attitude
• Desire to learn financial concepts and planning strategies
• Ability to work independently while collaborating with a team
• Sales or customer service experience is helpful but not required
• Must be able to meet state licensing requirements where applicable

What We Offer

• Comprehensive onboarding and mentorship
• Professional training and continuing education
• Flexible scheduling
• Opportunities for career growth and leadership development
• Supportive team environment
• Access to financial education resources and industry-leading solutions

Preferred Skills

• Customer service
• Relationship building
• Time management
• Professional communication
• Goal-oriented mindset

Schedule

• Flexible hours / Full-time or Part-time options available

Work Location

• Remote

Pay: $65,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule

License/Certification:

• Life Insurance License (Preferred)

Work Location: Remote