Remote Entry Level Financial Representative

Benefits :Employee discountsFlexible scheduleTraining & developmentAbout the RoleWe are looking for friendly, motivated individuals who enjoy helping people and providing greatcustomer service.This is an entry-level consultant role with full training provided.You'll learn how toguide families through simple financial concepts, budgeting basics, and protection planning.Noexperience is required -- we provide all the education and support needed to succeed.Training & Licensing ProvidedWe help team members earn the following licenses :Life Insurance LicenseInvestment Licenses :Series 6, 63, 26, 65Mortgage LicenseWhat You'll DoTalk with clients to understand goals and provide basic financial guidanceHelp families review and update their financial game planProvide simple education on budgeting and planning for the futureMaintain strong customer service and follow-upAttend trainings and complete required certificationsBuild relationships through phone, Zoom, or in-person meetingsWhat We're Looking ForFriendly, positive attitudeGood communication and people skillsReliable and organizedCoachable and open to learningInterest in helping families improve their financesWhat We OfferFull training and licensing supportFlexible schedule (set your own hours)Remote workOpportunities for growth and leadershipSupportive team environmentThis is a remote position..