We are seeking self-motivated, hardworking, individuals who love helping others!
NO EXPERIENCE NECESSARY.
In this role, someone is expected to learn the various financial products we offer, sit with clients to asses their financial needs, educate them on the proper products they might need, and create a personalized plan to help them achieve their financial goals. We fully train our representatives to be able to help clients. All courses and licenses needed to work with us, are covered by the company.
This position is fully remote, we do have various offices if one wishes to work in person but it is not required. This role is perfect for someone looking for a part-time position with flexible hours or a complete career change - all from home!
Requirements:
What we provide:
Desired candidate skills:
* Must currently live in the United States and/or must have an active work visa to be hired
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