Personal Financial Planning Associate (Entry-Level, Remote)

OverviewAbout the RoleBuild a career in financial services from home—with training, mentorship, and a clear pathto grow.As a Personal Financial Planning Associate, you’ll meet with people who have requestedinformation (or are already engaged with our services) and help them understand financialprotection and employee benefit options. You’ll explain choices in plain language, answerquestions, and guide next steps.No prior financial services experience is required. We provide onboarding, producttraining, and ongoing coaching. If the role requires licensing in your state, we’ll walk youthrough the process and support you during training.What You’ll DoMeet with clients (phone/video) to discuss financial protection and benefit optionsExplain program features, costs, and next steps clearly—so clients can compare choicesAnswer questions, follow up, and provide a professional experience from first call to completionHelp with applications, onboarding steps, and required documentationKeep accurate notes in CRM, track appointments, and stay organizedWhy This Role Stands OutRemote role with flexible schedulingStructured training program plus ongoing mentorshipYou’ll speak with people who have shown interest or requested information— minimal cold outreachCompetitive commission based pay with opportunities to increase earnings basedon performance (where applicable)Clear growth path into senior associate, leadership, or specialized financial rolesGreat fit for candidates from customer service, recruiting, sales, hospitality, or admin backgroundsIdeal BackgroundYou’ll do well here if you’re dependable, comfortable talking with new people, andmotivated to learn.Helpful experience includes customer service, sales, recruiting, hospitality, banking, retail,or account management—but it’s not required. We’re primarily looking for strongcommunication, attention to detail, and a coachable mindset.