Family Planning Associate (Remote - Entry Level)

Job Description Benefits:Employee discountsFlexible scheduleOpportunity for advancementStock options planTraining & developmentTuition assistanceRemote | Entry Level | Full-Time or Part-TimeAbout the RoleWere looking for motivated people who enjoy working with others and want to grow in a career helpingfamilies plan for their future. As a Client Planning Associate, youll meet with clients virtually, learnabout their goals, and help guide them through a simple planning process. Youll work alongsideexperienced team members who will train and support you as you build your skills. No prior licensesare required to start. Our company offers a training and sponsorship program to help you obtainindustry licenses.What You'll Do Meet with clients over Zoom to learn about their goals Help families review where they are and where they want to go Walk clients through simple planning options and next steps Keep notes and stay organized with client follow-ups Work with your team to support clients and answer questions Continue learning through team training and mentorshipWhat We're Looking For Friendly and good with people Strong communication skills Customer service or people-facing experience is helpful but not required Organized and responsible Comfortable using Zoom and basic computer tools Open to learning and growingLicensing & TrainingOur company helps team members obtain industry licenses including: Life Insurance License Series 6 Series 63 Series 26 Series 65 Mortgage LicenseWhat We Offer Fully remote opportunity Flexible schedule options Training and mentorship provided Licensing support program Supportive team environment Opportunity for long-term career growthThis is a remote position.