Remote | Part-Time or Full-Time We are expanding our team of Financial Consultants in a fully remote environment. This entry-level opportunity is available on both a part-time and full-time basis. Through a structured training program, you will develop the skills to assess the financial needs of individuals and families, guide conversations around their goals, and contribute to building personalized financial strategies. These strategies may include areas such as debt management, budgeting, retirement planning, wealth accumulation, college planning, and other financial solutions. This role is well-suited for individuals seeking flexibility, professional development, and long-term growth within the financial services industry. Preferred Skills and Attributes • Self-motivated with a strong sense of accountability • Coachable and receptive to feedback • Goal-oriented with a results-driven mindset • Demonstrates integrity and professionalism • Strong organizational and time-management skills • Comfortable working independently and collaboratively • Interest in financial education and helping others Work Schedule & Training This position offers flexible scheduling, allowing you to align your hours with your availability. A general commitment of approximately 10–15 hours per week supports consistent progress and development. Weekly training sessions are available at the following times: • Tuesdays: 8:00 PM EST / 5:00 PM PST • Saturdays: 12:00 PM EST / 9:00 AM PST Participation in training sessions supports ongoing development and skill-building. Additional Information This opportunity is designed with flexibility in mind and can complement existing professional commitments. Individuals may engage on a part-time or full-time basis depending on their goals and availability. If you are interested in developing a career in financial services while contributing to improving financial awareness and outcomes for others, we welcome your application. Responsibilities: • Participate in structured training and ongoing professional development • Observe and support client meetings, financial reviews, and presentations • Analyze client financial information to help identify needs and goals • Educate clients on financial concepts, strategies, and available options • Assist in developing financial solutions aligned with client objectives • Maintain professional, ethical, and compliance-focused standards • Build and manage long-term client relationships Qualifications: • At least 18 years of age • Lawful resident of the United States (NO H1-B status permitted) • Valid government-issued identification (Driver’s License or State ID) • Open to background screening, where permitted by law • Interest in obtaining a Life & Health insurance license • Strong communication and interpersonal skills • Customer service or client-facing experience is beneficial Compensation: $88,000 - $125,000 yearly

• Participate in structured training and ongoing professional development • Observe and support client meetings, financial reviews, and presentations • Analyze client financial information to help identify needs and goals • Educate clients on financial concepts, strategies, and available options • Assist in developing financial solutions aligned with client objectives • Maintain professional, ethical, and compliance-focused standards • Build and manage long-term client relationships