Remote Financial Education Coach & Advisor

EA Financial; Corpus Christi (TX); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company is seeking motivated individuals for a remote Financial Professional position. The role involves educating and assisting clients with their financial needs, leveraging resources for optimized client engagement. Candidates do not need prior financial experience. Ideal candidates will have a passion for serving others and ambition to make a community impact. The company offers training, resources, and flexibility to help you succeed in this high-compensation field.

Qualifications

• Must be age 18 or older and a U.S. citizen.
• Ability to pass a background check.
• Ability to pass a state licensing exam.

Responsibilities

• Assist clients with consumer and small business solutions.
• Leverage resources to optimize the client experience.
• Adhere to laws and guidelines in daily activities.
• Manage client interactions effectively.

Skills

Ambition

Customer service experience

Management experience

Job description

A financial services company is seeking motivated individuals for a remote Financial Professional position. The role involves educating and assisting clients with their financial needs, leveraging resources for optimized client engagement. Candidates do not need prior financial experience. Ideal candidates will have a passion for serving others and ambition to make a community impact. The company offers training, resources, and flexibility to help you succeed in this high-compensation field.