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Benefits offered by this job
Remote, flexible schedule
Performance-based compensation with uncapped earning potential
Licensing assistance and ongoing training
Clear advancement opportunities for those interested in leadership
Supportive, team-driven environment
Job summary
A financial services company is seeking individuals passionate about education and financial decision-making. This role involves educating clients on financial concepts and strategies, hosting virtual meetings, and building long-term relationships. Ideal for career changers, coaches, and communicators, it offers flexible remote work, performance-based compensation, and comprehensive training. Candidates must be self-motivated and able to pass a background check, with licensing assistance provided.
Qualifications
Ability to obtain required state licensing (training provided).
Must be able to pass a background check.
Responsibilities
Educate clients on financial concepts and strategies in a clear, structured way.
Host virtual meetings and informational sessions.
Guide individuals through a needs-based financial education process.
Build and maintain professional, long-term relationships.
Participate in ongoing training, mentorship, and professional development.
Skills
Strong communication and presentation skills
Coachable, self-motivated, and professional
Passion for learning and teaching others
High ethical standards
Job description
A financial services company is seeking individuals passionate about education and financial decision-making. This role involves educating clients on financial concepts and strategies, hosting virtual meetings, and building long-term relationships. Ideal for career changers, coaches, and communicators, it offers flexible remote work, performance-based compensation, and comprehensive training. Candidates must be self-motivated and able to pass a background check, with licensing assistance provided.