Savings Planner / Helping Families Secure Their Future

Senior Strategies; United States; On-site; USD 25,000 - 50,000; Part time

Job summary

A reputable financial services company in the United States seeks entry-level financial coaches to assist clients with retirement planning, savings, debt management, and family protection. Committed team players with strong communication skills will thrive in this role, which allows for flexible hours and career advancement opportunities. Experience in the industry is not required as comprehensive training is provided. Both full-time and part-time positions are available, offering a supportive work culture.

Qualifications

• Must be authorized to work in the United States.
• Ability to exemplify effective communication.
• Experience in teaching, training, or mentoring is preferred.

Responsibilities

• Communicate effectively with clients and colleagues.
• Maintain high standards of work quality and professionalism.
• Collaborate with team members to achieve agency goals.
• Maintain professional standards and ethics.

Skills

Strong communication skills

Teamwork skills

Coachability

Entrepreneurial mindset

Leadership potential

No degree required

Education

No degree required

Job description

Savings Planner / Helping Families Secure Their Future

2 days ago Be among the first 25 applicants

Join Our Team! - An Exciting Opportunity Awaits

About the Position

Do you enjoy helping others? Are you looking to earn extra income with a company that is well respected and growing exponentially? We are looking for entry level financial coaches who care about the clients that they work with and are dedicated to our mission of leaving no family behind. As a financial coach you will be finding solutions for your clients' financial concerns. You will be providing a full line of services, including retirement planning, savings solutions, debt management, family protection, and more. This is a commission based position.

Key Responsibilities

• Communicate effectively with clients and colleagues.
• Maintain high standards of work quality and professionalism.
• Exceed industry standards for ethics and follow all regulatory requirements.
• Collaborate with team members to achieve agency goals.

Qualifications

• Strong communication and teamwork skills.
• Coachability and an entrepreneurial mindset.
• Consistent work history or experience in teaching, training or mentoring.
• Desire to become a leader after training.
• Must be authorized to work in the United States.
• Must be willing to undergo a background check.
• Experience in the industry not necessary, we fully train.
• Flexible hours that you determine.
• Opportunities for career development and advancement at a fast pace.
• Inclusive and supportive work culture.
• Full-time or part-time positions available.
• Ability to work alongside another career path or business venture.
• Gain desired experience in the financial industry.
• Option for developing your own agency within our platform.

Next Steps

Submit your resume and wait for our call to schedule a 40-minute discovery Zoom to go over our company's story and the opportunity. After that meeting a follow-up interview may be scheduled.

Seniority Level

Entry level

Employment Type

Part-time

Job Function

Other