Remote Financial Coach - Entry-Level, Flexible Hours

Crowned Legacy Group; Oklahoma City (OK); Remote; USD 40.000 - 80.000; Teilzeit

Benefits dieser Stelle

Remote work

Flexible schedule

Training and mentorship

Licensing guidance

Zusammenfassung

Crowned Legacy Group is seeking Financial Professionals for a remote, flexible role available as part-time or full-time. You will learn to meet with individuals virtually, educate on financial concepts, and help clients with life insurance and retirement planning while building client relationships.

No prior financial experience is required; formal training and ongoing mentorship are provided, and licensing guidance is offered throughout the process.

Qualifikationen

• No financial experience required.
• Training and mentorship provided.
• Licensing guidance available throughout licensing process.

Aufgaben

• Meet with individuals and families virtually to understand financial goals.
• Educate clients on financial concepts and available strategies.
• Help clients understand options for life insurance, retirement planning, wealth accumulation, and financial protection.
• Build and maintain professional client relationships.

Kenntnisse

Coachability

People skills

Self-motivation

Jobbeschreibung

Crowned Legacy Group is seeking Financial Professionals for a remote, flexible role available as part-time or full-time. You will learn to meet with individuals virtually, educate on financial concepts, and help clients with life insurance and retirement planning while building client relationships.

No prior financial experience is required; formal training and ongoing mentorship are provided, and licensing guidance is offered throughout the process.