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About the Role
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.
Responsibilities
- Deliver structured financial education through virtual meetings
- Explain financial concepts related to protection, accumulation, and long-term planning
- Support individuals through a standardized, needs-based process
- Maintain accurate documentation and adhere to compliance standards
- Participate in ongoing training and professional development
Requirements
- Bachelor’s degree preferred or equivalent professional experience
- Strong communication skills and professional presence
- Ability to work independently in a remote environment
- Willingness to obtain required state licensing (training provided)
- Successful completion of a background check
Skills
- Communication skills
- Professional presence
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- Entry-level
Education Level
- Bachelor's degree preferred or equivalent professional experience
Salary/Compensations
- Performance-based compensation structure
Benefits
- Licensing assistance and structured onboarding
- Clear advancement opportunities
About the Company
- Growing financial services organization operating nationwide.