Remote Financial Education Coach & Advisor

EA Financial; Fort Worth (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Flexible scheduling

Remote & hybrid work options

Weekly training and coaching

Job summary

A leading financial services firm is seeking a Financial Professional who will educate and support clients in achieving their financial goals. This position allows for remote work while offering extensive training and resources. No prior experience is needed, making it an excellent opportunity for those with a background in customer service or education. Agents are rewarded based on their performance and can expect support in their career growth. Responsibilities include managing client interactions and navigating their unique financial situations.

Qualifications

• Must be 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 and technologies to optimize client experience.
• Manage client interactions while adhering to regulations.
• Educate clients on financial strategies and planning.

Skills

Ambition & drive

Customer service

Management experience

Job description

A leading financial services firm is seeking a Financial Professional who will educate and support clients in achieving their financial goals. This position allows for remote work while offering extensive training and resources. No prior experience is needed, making it an excellent opportunity for those with a background in customer service or education. Agents are rewarded based on their performance and can expect support in their career growth. Responsibilities include managing client interactions and navigating their unique financial situations.