Remote Financial Education Coach — Flexible, Entry-Level

Crowned Legacy Group; Pittsburgh (Allegheny County); Teletrabalho; USD 4000 - 15 000; Tempo parcial

Resumo da oferta

Crowned Legacy Group is seeking motivated individuals for a remote, flexible role as Financial Professional. This position is offered as either part-time or full-time with training provided and no prior financial experience required.

Selected candidates will learn to meet with clients virtually, educate on financial concepts, and build relationships while earning commission-based compensation as independent contractors. Licensing guidance is provided throughout the process.

Qualificações

• Coachable and willing to learn.
• Comfortable communicating with people.
• Self-motivated and dependable.
• Interested in financial education and helping families.
• Looking for a flexible opportunity they can build around school, work, or family commitments.
• Interested in developing leadership and entrepreneurial skills.

Responsabilidades

• Meet with individuals and families virtually to understand their 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.
• Participate in ongoing training, mentorship, and professional development.
• Develop communication, leadership, and business-building skills.

Conhecimentos

Coachable

Communication

Self-motivated

Financial education

Relationship-building

Entrepreneurial mindset

Descrição da oferta de emprego

Crowned Legacy Group is seeking motivated individuals for a remote, flexible role as Financial Professional. This position is offered as either part-time or full-time with training provided and no prior financial experience required.

Selected candidates will learn to meet with clients virtually, educate on financial concepts, and build relationships while earning commission-based compensation as independent contractors. Licensing guidance is provided throughout the process.