Remote Financial Literacy Coach | Flexible Schedule

Global Financial Impact; California (MO); Remote; USD 22,320 - 111,600; Part time

Benefits offered by this job

World-class training and mentorship programs

Uncapped commission-based income

Flexible work schedule

Job summary

A leading financial services brokerage is seeking individuals passionate about financial literacy to join as Financial Services Specialists. This role involves teaching clients basic financial concepts, conducting needs analysis, and formulating customized plans. With remote flexibility, candidates will work alongside experienced brokers. The position offers uncapped commission-based compensation, allowing for varying income opportunities. Non-negotiable requirements include a willingness to obtain licensing and the ability to pass a background check.

Qualifications

• Willingness to get licensed in 7-10 days via a state-approved course.
• Ability to pass a background check.
• Legally authorized to work in the United States.

Responsibilities

• Teach the basics of financial literacy.
• Conduct Financial Needs Analysis for clients.
• Formulate tailored financial plans.
• Narrow down the best companies for clients.
• Conduct semi-annual and annual reviews.

Skills

Leadership

Self-Motivation

Organization

Initiative

High Ambition

Positive Energy

Job description

A leading financial services brokerage is seeking individuals passionate about financial literacy to join as Financial Services Specialists. This role involves teaching clients basic financial concepts, conducting needs analysis, and formulating customized plans. With remote flexibility, candidates will work alongside experienced brokers. The position offers uncapped commission-based compensation, allowing for varying income opportunities. Non-negotiable requirements include a willingness to obtain licensing and the ability to pass a background check.