Associate Financial Planner

This is a remote position.

We are looking for a highly motivated and disciplined Associate Financial Planner to join our fast-growing, remote team. This is a part-time / full-time / flexible commission-based role with significant growth potential, ideal for someone who can work during evening hours and at their own pace. You will be a key part of our supportive and experienced team, helping clients achieve their financial goals.

Responsibilities: 

Financial Planning: Engage with clients to understand their financial needs and goals.
Product Knowledge: Educate clients on various financial products and services, including life insurance.
Client Management: Build and maintain strong, long-lasting relationships with clients.

Compliance and Licensing: Study for and obtain your life producer license in your state of residence within your first 30 days on the job. All necessary study materials will be provided.

Requirements

Self-Motivated: Ability to manage your own time and work effectively at your own pace.
Excellent Communication Skills: Strong interpersonal skills to build trust and rapport with clients.
Discipline: Commitment to preparing for and passing the life producer license exam.
Team Player: Eager to learn from and contribute to a highly experienced and supportive team.
Availability: Ability to work remotely during evening hours.
Technology: Comfortable using technology for remote work and communication.

Preferred:

• Experience in customer service, sales, coaching, or financial services.
  
• Familiarity with insurance, retirement, or investment concepts.
  
• Entrepreneurial mindset with leadership potential.
  

Education and Experience:

Bachelor’s degree is a must! (Preferred in Finance), or any field.

Professional certifications are highly desirable.

Must be 18 years or older
 # GC or Sole U.S. Citizenship Required

Benefits

This is a commission-based role with a high-growth potential.

Your income will be directly tied to your performance and success.
We provide strong support, training, and a collaborative environment to help you succeed. 
​Clear path for career advancement in financial planning.