Benefits:

Bonus based on performance

Flexible schedule

Opportunity for advancement

Training & development

Wellness resources

Job Description: We are looking for individuals interested in helping clients better understand financial wellness and protection strategies. This entry-level role provides training and mentorship to build foundational knowledge.

Responsibilities:

Conduct virtual client conversations

Share general financial wellness concepts

Assist with identifying client needs

Participate in training and development

Qualifications:

Interest in financial education

Strong communication skills

Coachable and self-motivated

No prior experience required

What We Offer:

Training provided

Flexible remote schedule

Supportive team environment

Career growth opportunities

This is a remote position.