About the Role
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building. No prior financial services experience is required. Comprehensive training and licensing support are provided.
Responsibilities
- Deliver structured financial education through virtual meetings
- Explain financial concepts related to protection, accumulation, and long-term planning
- Support individuals through a standardized, needs-based process
- Maintain accurate documentation and adhere to compliance standards
- Participate in ongoing training and professional development
Benefits
- Remote work with flexible scheduling
- Licensing assistance and structured onboarding
- Clear advancement opportunities
Compensation
Performance-based compensation structure
Additional Information
- No prior financial services experience is required
- Comprehensive training and licensing support are provided
- Successful completion of a background check
