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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

• Ability to work independently in a remote environment
• Willingness to obtain required state licensing (training provided)
• Successful completion of a background check

Skills

• Strong communication skills
• Professional presence

Location

• Remote

Work Type

• Remote
• Full-time

Experience Level

• No prior financial services experience required

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

• Supports a growing financial services organization