This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education,professionalism, and ethical client engagement.
Position Overview
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.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key 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
Required Qualifications
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
Compensation & Benefits
Performance-based compensation structure
Remote work with flexible scheduling
Licensing assistance and structured onboarding
Clear advancement opportunities
Career Path
Advancement into senior specialist, leadership, or training roles based on performance.
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education,professionalism, and ethical client engagement.
Position Overview
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.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key 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
Required Qualifications
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
Compensation & Benefits
Performance-based compensation structure
Remote work with flexible scheduling
Licensing assistance and structured onboarding
Clear advancement opportunities
Career Path
Advancement into senior specialist, leadership, or training roles based on performance.
What You'll Do
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
Bachelor's degree preferred or equivalent professional experience
