Remote Financial Coach & Educator - Grow & Impact

EA Financial; Houston (TX); Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Study materials and exam support

Remote and hybrid work options

Weekly training and coaching

Job summary

A financial services firm is seeking motivated individuals for the role of PT/FT Financial Professional. This role empowers agents to educate clients on financial strategies for business, insurance, and retirement. No prior experience is necessary as training is provided. Responsibilities include assisting clients with financial solutions and managing interactions while complying with regulations. The firm offers remote and hybrid work options, personalized scheduling, and comprehensive training to ensure success.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Ability to pass a background check.
• Access to a computer with a camera.

Responsibilities

• Assist and educate clients with consumer and business solutions.
• Leverage resources to optimize client experience.
• Adhere to processes and guidelines in daily activities.
• Manage client interactions while abiding by regulatory requirements.

Skills

Ambition

Customer service experience

Management experience

Job description

A financial services firm is seeking motivated individuals for the role of PT/FT Financial Professional. This role empowers agents to educate clients on financial strategies for business, insurance, and retirement. No prior experience is necessary as training is provided. Responsibilities include assisting clients with financial solutions and managing interactions while complying with regulations. The firm offers remote and hybrid work options, personalized scheduling, and comprehensive training to ensure success.