We are seeking motivated, professional individuals to join our growing team in a remote Associate role.

Designed for individuals who enjoy working with people, communicating clearly, learning new skills, and helping individuals and families better understand the options available to them.

Prior experience is not required. Training, mentorship, and ongoing professional development are all available.

What You'll Do

You will have the opportunity to work directly with individuals and families through virtual appointments and ongoing client communication.

Responsibilities include:

• Meeting virtually with prospective and existing clients
• Asking questions to understand individual needs, priorities, and goals
• Helping clients understand concepts related to budgeting, debt, protection, savings, retirement, and long-term planning
• Educating clients on available products and strategies that may fit their individual needs
• Providing professional follow-up and ongoing client support
• Maintaining accurate client information and completing required documentation
• Participating in ongoing training and professional development
• Following applicable company procedures and regulatory requirements
• Collaborating with experienced team members and mentors

As you gain experience and demonstrate proficiency, additional opportunities in training, mentorship, and team leadership may become available.

Who We're Looking For

We are primarily looking for character, communication skills, and coachability rather than a specific professional background.

Strong candidates are:

• Professional and comfortable communicating with others
• Self-motivated and dependable
• Coachable and willing to learn
• Organized and able to manage their own schedule
• Goal-oriented
• Comfortable working remotely
• Interested in helping people make more informed decisions

Backgrounds in customer service, education, coaching, management, sales, hospitality, or the military can translate well into this position.

Position Details

• Flexible scheduling
• Part-time and full-time opportunities available
• Training and mentorship provided
• Professional and leadership development available

This role involves work in a regulated industry. Candidates must meet applicable eligibility, background, and licensing requirements before performing activities that require a license.

Our Work

Our goal is to make important financial concepts easier for everyday individuals and families to understand.

We believe people are better equipped to make decisions about their future when they understand their options. Our associates focus on education, identifying individual needs, and helping clients evaluate solutions appropriate to their goals.

We provide structured training and ongoing mentorship to help new associates develop the knowledge, communication skills, and professional competencies required for the role.

If your experience and qualifications appear to be a strong fit, a member of our team will contact you with additional information regarding the position and selection process.

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