Job Description
Full job description
About The Role
We are looking for motivated and coachable individuals to join our growing team in the financial services industry.
In this role, you will work with individuals and families to help them better understand their financial options and build strategies for long-term stability and growth.
No prior experience is required. We provide training, mentorship, and support to help you get started and develop your skills.
What You Will Do
Meet with clients virtually to understand their financial goals
Educate clients on financial protection and retirement strategies
Assist in creating personalized financial plans
Build and maintain long-term client relationships
Participate in ongoing training and professional development
What We Are Looking For
Strong communication and interpersonal skills
Coachable with a willingness to learn
Self-motivated with a positive attitude
Interest in personal growth and development
Willingness to obtain required licenses with our support
Why Join Us
Comprehensive training and mentorship
Supportive team environment
Flexible work structure
Opportunity to make a meaningful impact in people’s lives
Additional Information
Licensing support provided
Must be a resident in the United States
Background check required
Flexible schedule with part-time and full-time options
Opportunity for advancement into leadership roles
Next Step
Apply to learn more. Qualified candidates will be contacted for a brief introductory call to determine if this is a good mutual fit.
Pay: $60,000.00 - $90,000.00 per year
Benefits:
Flexible schedule
Work Location: Remote
&
About The Role
We are looking for motivated and coachable individuals to join our growing team in the financial services industry.
In this role, you will work with individuals and families to help them better understand their financial options and build strategies for long-term stability and growth.
No prior experience is required. We provide training, mentorship, and support to help you get started and develop your skills.
What You Will Do
Meet with clients virtually to understand their financial goals
Educate clients on financial protection and retirement strategies
Assist in creating personalized financial plans
Build and maintain long-term client relationships
Participate in ongoing training and professional development
What We Are Looking For
Strong communication and interpersonal skills
Coachable with a willingness to learn
Self-motivated with a positive attitude
Interest in personal growth and development
Willingness to obtain required licenses with our support
Why Join Us
Comprehensive training and mentorship
Supportive team environment
Flexible work structure
Opportunity to make a meaningful impact in people’s lives
Additional Information
Licensing support provided
Must be a resident in the United States
Background check required
Flexible schedule with part-time and full-time options
Opportunity for advancement into leadership roles
Next Step
Apply to learn more. Qualified candidates will be contacted for a brief introductory call to determine if this is a good mutual fit.
Pay: $60,000.00 - $90,000.00 per year
Benefits:
Flexible schedule
Work Location: Remote
&
💡 Quick Summary
Seeking a career-building opportunity? The Financial Professional - Entry Level - Remote - Training Provided position is now open for candidates interested in the Insurance sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.