Benefits:

Flexible schedule

Opportunity for advancement

Training & development

Family Planning Associate (Remote | Entry-Level)

Location: Remote

Schedule: Flexible (Full-Time / Part-Time options available)

About the Role

We’re looking for motivated, people-focused individuals who want to help families build a better

future. As a Family Planning Associate, you’ll work directly with clients to guide them through simple

strategies around protection, budgeting, and long-term planning. No prior experience is required —

we provide training and support to help you grow.

What You’ll Do

• Connect with individuals and families to understand their goals

• Help clients get properly protected and organized financially

• Walk clients through simple planning options (we train you)

• Provide ongoing support and answer client questions

• Work with a team and attend virtual trainings

• Build relationships and create a positive client experience

What We’re Looking For

• Strong communication skills

• Positive attitude and willingness to learn

• Reliable and self-motivated

• Comfortable working remotely

• Customer service or people-facing experience is a plus (not required)

What We Offer

• Remote, flexible schedule

• Entry-level opportunity — no experience needed

• Full training provided

• Licensing support program (if not already licensed)

• Clear path for growth and leadership opportunities

• Supportive team environment

Licensing & Training

No licenses required to start. We help you obtain the following (if needed):

• Life License

• Investment Licenses (6, 63, 26, 65)

• Mortgage License

Why Join Us

Our mission is simple — to help families become properly protected, debt-free, and financially

independent. You’ll be part of a team that focuses on growth, mentorship, and making a real impact

in people’s lives.

Flexible work from home options available.