Benefits:

Employee discounts

Flexible schedule

Opportunity for advancement

Training & development

Location: Fully Remote

Position Type: Entry Level | Training Provided

Job Description

We are currently looking for motivated individuals to join our team as a Life & Investment Associate.

This is a fully remote, entry-level opportunity for someone with customer service experience who enjoys

working with people and making a positive impact.

No licenses are required to apply. Our company offers a sponsorship program that helps qualified

candidates obtain the necessary licenses and training to grow in the financial services industry.

Our mission is simple: help families get properly protected, become debt free, and move toward

financial independence. You’ll work alongside experienced mentors who will guide you through the

process step-by-step.

Responsibilities

• Connect with individuals and families and help them understand their financial options

• Support families in getting properly protected and building a strong financial foundation

• Help educate clients on ways to reduce debt and work toward financial independence

• Schedule and meet with clients virtually to review their financial goals

• Work closely with licensed professionals while you learn and grow in the industry

• Participate in training and team development sessions

Training & Licensing Opportunities

Qualified candidates may be sponsored to obtain industry licenses including:

• Life Insurance License

• Series 6

• Series 63

• Series 26

• Series 65

• Mortgage License

Qualifications

• Customer service or people-facing experience preferred

• Strong communication skills

• Comfortable working remotely and using Zoom or online tools

• Self-motivated and dependable

• Interest in learning about financial services

What We Offer• Fully remote opportunity

• Flexible schedule

• Training and mentorship

• Licensing sponsorship program available for qualified candidates

• Long-term growth opportuni

This is a remote position.