Key skills
Budgeting
About this role
Role Overview
- Educate clients on financial concepts and strategies
- Help clients develop customized financial plans aligned with their goals
- Provide ongoing support and guidance on budgeting, debt reduction, investing, and retirement planning
- Maintain compliance with all industry regulations and licensing requirements
- Build and maintain client relationships through professional service
Requirements
- Age: 18 years or older
- Citizenship: U.S. citizen
- License: Valid state life insurance license required (training and licensing support available)
- Background Check: Must pass background check
- Availability: Commitment of 5-10 hours minimum per week
- Preferred Qualifications: Customer service or management experience
- 1 year of professional experience (but not required)
- Financial knowledge is helpful but not required
- comprehensive training provided
Benefits
- Flexible Schedule: Work remotely on your own schedule
- Comprehensive Training: In-house group and individual training provided
- Professional Development: Access to experienced mentors and ongoing education
- Growth Opportunity: Advancement based on individual career goals